$TEX icon$

First Allied Advisory Services’s Terex TEX Stock Holding History

First Allied Advisory Services’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
2015 Q3	–	Sell	-8,922	Closed	-$203K	–	1145
2015 Q2	$203K	Buy	+8,922	New	+$235K	0.01%	1017
2014 Q3	–	Sell	-7,077	Closed	-$285K	–	1105
2014 Q2	$285K	Sell	7,077 -488	-6%	-$19.8K	0.02%	732
2014 Q1	$333K	Buy	7,565 +1,293	+21%	+$54.3K	0.03%	674
2013 Q4	$263K	Buy	+6,272	New	+$227K	0.02%	722

Other funds holding TEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BIT

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

First Allied Advisory Services's TEX Position: Q3 2015 in Review

First Allied Advisory Services sold out of Terex (TEX) in Q3 2015, closing a stake of 8,922 shares — an estimated $203K sold.

First Allied Advisory Services first reported a position in TEX in Q4 2013 and held it in 4 quarters. The position peaked at $333K in Q1 2014. 257 funds tracked by Wall St. Rank hold TEX as of Q3 2015.

First Allied Advisory Services reported no remaining Terex position as of Q3 2015 after selling out during the quarter.
First Allied Advisory Services sold 8,922 Terex shares in Q3 2015, an estimated $203K.
First Allied Advisory Services first reported a position in Terex in Q4 2013 and held it in 4 quarters.
First Allied Advisory Services's Terex position peaked at $333K in Q1 2014.
257 funds tracked by Wall St. Rank held Terex as of Q3 2015.

Based on First Allied Advisory Services's 13F filing for Q3 2015, filed 12 Nov 2015.