$TEX icon$

EverPoint Asset Management’s Terex TEX Stock Holding History

EverPoint Asset 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
2016 Q4	$2.14M	Buy	+67,809	New	+$1.88M	0.04%	321
2016 Q2	–	Sell	-404,904	Closed	-$10.1M	–	514
2016 Q1	$10.1M	Buy	+404,904	New	+$8.48M	0.2%	132
2015 Q1	–	Sell	-113,000	Closed	-$3.15M	–	590
2014 Q4	$3.15M	Buy	113,000 +88,000	+352%	+$2.52M	0.07%	311
2014 Q3	$794K	Hold	25,000	–	–	0.02%	388
2014 Q2	$1.03M	Buy	+25,000	New	+$1.02M	0.02%	452

Other funds holding TEX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EverPoint Asset Management's TEX Position: Q4 2016 in Review

EverPoint Asset Management opened a new position in Terex (TEX) in Q4 2016: 67,809 shares worth $2.14M. The stake represents 0.04% of the portfolio and ranks #321 among its holdings. This is a return to the name: EverPoint Asset Management previously reported a position in TEX as recently as Q1 2016.

EverPoint Asset Management first reported a position in TEX in Q2 2014 and has held it in 5 quarters since. The position peaked at $10.1M in Q1 2016. 267 funds tracked by Wall St. Rank hold TEX as of Q4 2016.

EverPoint Asset Management held 67,809 shares of Terex worth $2.14M as of Q4 2016.
Terex was a new EverPoint Asset Management position in Q4 2016.
Terex made up 0.04% of EverPoint Asset Management's portfolio in Q4 2016, its #321 holding.
EverPoint Asset Management first reported a position in Terex in Q2 2014 and has held it in 5 quarters since.
EverPoint Asset Management's Terex position peaked at $10.1M in Q1 2016.
267 funds tracked by Wall St. Rank held Terex as of Q4 2016.

Based on EverPoint Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.