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F.L. Putnam Investment Management’s Terex TEX Stock Holding History

F.L. Putnam Investment 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
Q4 		– Sell
-27,770
Closed -$882K – 192
2014
Q3 		$882K Buy
27,770
+2,468
+10% +$90.2K 0.1% 133
2014
Q2 		$1.04M Sell
25,302
-37,403
-60% -$1.52M 0.12% 139
2014
Q1 		$2.78M Buy
+62,705
New +$2.63M 0.33% 91
2013
Q3 		– Sell
-8,025
Closed -$211K – 198
2013
Q2 		$211K Buy
+8,025
New +$248K 0.03% 178

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
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

F.L. Putnam Investment Management's TEX Position: Q4 2014 in Review

F.L. Putnam Investment Management sold out of Terex (TEX) in Q4 2014, closing a stake of 27,770 shares — an estimated $882K sold.

F.L. Putnam Investment Management first reported a position in TEX in Q2 2013 and held it in 4 quarters. The position peaked at $2.78M in Q1 2014. 303 funds tracked by Wall St. Rank hold TEX as of Q4 2014.

  • F.L. Putnam Investment Management reported no remaining Terex position as of Q4 2014 after selling out during the quarter.
  • F.L. Putnam Investment Management sold 27,770 Terex shares in Q4 2014, an estimated $882K.
  • F.L. Putnam Investment Management first reported a position in Terex in Q2 2013 and held it in 4 quarters.
  • F.L. Putnam Investment Management's Terex position peaked at $2.78M in Q1 2014.
  • 303 funds tracked by Wall St. Rank held Terex as of Q4 2014.

Based on F.L. Putnam Investment Management's 13F filing for Q4 2014, filed 30 Jan 2015.