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Dynamic Capital Management’s Terex TEX Stock Holding History

Dynamic Capital Management’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
2017
Q1 		– Sell
-64,674
Closed -$2.04M – 397
2016
Q4 		$2.04M Buy
+64,674
New +$1.79M 0.22% 155
2015
Q4 		– Sell
-108,364
Closed -$1.94M – 447
2015
Q3 		$1.94M Buy
+108,364
New +$2.36M 0.53% 51
2014
Q4 		– Sell
-27,481
Closed -$873K – 402
2014
Q3 		$873K Buy
+27,481
New +$1M 0.22% 170
2013
Q3 		– Sell
-73,993
Closed -$1.95M – 508
2013
Q2 		$1.95M Buy
+73,993
New +$2.28M 0.51% 59

Other funds holding TEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dynamic Capital Management's TEX Position: Q1 2017 in Review

Dynamic Capital Management sold out of Terex (TEX) in Q1 2017, closing a stake of 64,674 shares — an estimated $2.04M sold.

Dynamic Capital Management first reported a position in TEX in Q2 2013 and held it in 4 quarters. The position peaked at $2.04M in Q4 2016. 257 funds tracked by Wall St. Rank hold TEX as of Q1 2017.

  • Dynamic Capital Management reported no remaining Terex position as of Q1 2017 after selling out during the quarter.
  • Dynamic Capital Management sold 64,674 Terex shares in Q1 2017, an estimated $2.04M.
  • Dynamic Capital Management first reported a position in Terex in Q2 2013 and held it in 4 quarters.
  • Dynamic Capital Management's Terex position peaked at $2.04M in Q4 2016.
  • 257 funds tracked by Wall St. Rank held Terex as of Q1 2017.

Based on Dynamic Capital Management's 13F filing for Q1 2017, filed 15 May 2017.