EWM
TEX icon

Evercore Wealth Management’s Terex TEX Stock Holding History

Evercore Wealth 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
2014
Q2 		– Sell
-80
Closed -$4K – 1039
2014
Q1 		$4K Hold
80
– – ﹤0.01% 874
2013
Q4 		$3K Hold
80
– – ﹤0.01% 821
2013
Q3 		$3K Buy
+80
New +$2.42K ﹤0.01% 935

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Evercore Wealth Management's TEX Position: Q2 2014 in Review

Evercore Wealth Management sold out of Terex (TEX) in Q2 2014, closing a stake of 80 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in TEX in Q3 2013 and held it in 3 quarters. The position peaked at $4K in Q1 2014. 334 funds tracked by Wall St. Rank hold TEX as of Q2 2014.

  • Evercore Wealth Management reported no remaining Terex position as of Q2 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 80 Terex shares in Q2 2014, an estimated $4K.
  • Evercore Wealth Management first reported a position in Terex in Q3 2013 and held it in 3 quarters.
  • Evercore Wealth Management's Terex position peaked at $4K in Q1 2014.
  • 334 funds tracked by Wall St. Rank held Terex as of Q2 2014.

Based on Evercore Wealth Management's 13F filing for Q2 2014, filed 14 Aug 2014.