DCLA
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Douglas C. Lane & Associates’s Terex TEX Stock Holding History

Douglas C. Lane & Associates’s Portfolio TEX Stock Details TEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-11,353
Closed -$302K – 243
2015
Q1 		$302K Hold
11,353
– – 0.01% 199
2014
Q4 		$317K Hold
11,353
– – 0.01% 196
2014
Q3 		$361K Buy
+11,353
New +$415K 0.01% 180

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Douglas C. Lane & Associates's TEX Position: Q2 2015 in Review

Douglas C. Lane & Associates sold out of Terex (TEX) in Q2 2015, closing a stake of 11,353 shares — an estimated $302K sold.

Douglas C. Lane & Associates first reported a position in TEX in Q3 2014 and held it in 3 quarters. The position peaked at $361K in Q3 2014. 288 funds tracked by Wall St. Rank hold TEX as of Q2 2015.

  • Douglas C. Lane & Associates reported no remaining Terex position as of Q2 2015 after selling out during the quarter.
  • Douglas C. Lane & Associates sold 11,353 Terex shares in Q2 2015, an estimated $302K.
  • Douglas C. Lane & Associates first reported a position in Terex in Q3 2014 and held it in 3 quarters.
  • Douglas C. Lane & Associates's Terex position peaked at $361K in Q3 2014.
  • 288 funds tracked by Wall St. Rank held Terex as of Q2 2015.

Based on Douglas C. Lane & Associates's 13F filing for Q2 2015, filed 21 Jul 2015.