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FineMark National Bank & Trust’s Terex TEX Stock Holding History

FineMark National Bank & Trust’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
-230
Closed -$7K – 939
2016
Q4 		$7K Buy
+230
New +$6.38K ﹤0.01% 1022
2014
Q4 		– Sell
-84
Closed -$3K – 1447
2014
Q3 		$3K Hold
84
– – ﹤0.01% 1218
2014
Q2 		$3K Hold
84
– – ﹤0.01% 1246
2014
Q1 		$4K Buy
+84
New +$3.53K ﹤0.01% 1213

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

FineMark National Bank & Trust's TEX Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Terex (TEX) in Q1 2017, closing a stake of 230 shares — an estimated $7K sold.

FineMark National Bank & Trust first reported a position in TEX in Q1 2014 and held it in 4 quarters. The position peaked at $7K in Q4 2016. 257 funds tracked by Wall St. Rank hold TEX as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining Terex position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 230 Terex shares in Q1 2017, an estimated $7K.
  • FineMark National Bank & Trust first reported a position in Terex in Q1 2014 and held it in 4 quarters.
  • FineMark National Bank & Trust's Terex position peaked at $7K in Q4 2016.
  • 257 funds tracked by Wall St. Rank held Terex as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.