$TEX icon$

Financial Architects (New Jersey)’s Terex TEX Stock Holding History

Financial Architects (New Jersey)’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
2019 Q1	–	Sell	-2,500	Closed	-$69K	–	1525
2018 Q4	$69K	Buy	+2,500	New	+$79.9K	0.01%	483
2018 Q3	–	Sell	-1,325	Closed	-$56K	–	1508
2018 Q2	$56K	Hold	1,325	–	–	0.01%	534
2018 Q1	$50K	Buy	+1,325	New	+$57.5K	0.01%	607
2017 Q1	–	Sell	-325	Closed	-$10K	–	1628
2016 Q4	$10K	Sell	325 -2,575	-89%	-$71.4K	﹤0.01%	1018
2016 Q3	$74K	Hold	2,900	–	–	0.02%	468
2016 Q2	$59K	Buy	+2,900	New	+$66.3K	0.02%	504
2014 Q4	–	Sell	-100	Closed	-$3K	–	1034
2014 Q3	$3K	Buy	+100	New	+$3.66K	﹤0.01%	813

Other funds holding TEX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

MCM

Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Financial Architects (New Jersey)'s TEX Position: Q1 2019 in Review

Financial Architects (New Jersey) sold out of Terex (TEX) in Q1 2019, closing a stake of 2,500 shares — an estimated $69K sold.

Financial Architects (New Jersey) first reported a position in TEX in Q3 2014 and held it in 7 quarters. The position peaked at $74K in Q3 2016. 277 funds tracked by Wall St. Rank hold TEX as of Q1 2019.

Financial Architects (New Jersey) reported no remaining Terex position as of Q1 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 2,500 Terex shares in Q1 2019, an estimated $69K.
Financial Architects (New Jersey) first reported a position in Terex in Q3 2014 and held it in 7 quarters.
Financial Architects (New Jersey)'s Terex position peaked at $74K in Q3 2016.
277 funds tracked by Wall St. Rank held Terex as of Q1 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2019, filed 3 May 2019.