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First Personal Financial Services’s Terex TEX Stock Holding History

First Personal Financial 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
Q2 		– Sell
-16
Closed -$1K – 527
2015
Q1 		$1K Hold
16
– – ﹤0.01% 537
2014
Q4 		$0 Buy
+16
New +$458 ﹤0.01% 515

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Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
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Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

First Personal Financial Services's TEX Position: Q2 2015 in Review

First Personal Financial Services sold out of Terex (TEX) in Q2 2015, closing a stake of 16 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in TEX in Q4 2014 and held it in 2 quarters. The position peaked at $1K in Q1 2015. 288 funds tracked by Wall St. Rank hold TEX as of Q2 2015.

  • First Personal Financial Services reported no remaining Terex position as of Q2 2015 after selling out during the quarter.
  • First Personal Financial Services sold 16 Terex shares in Q2 2015, an estimated $1K.
  • First Personal Financial Services first reported a position in Terex in Q4 2014 and held it in 2 quarters.
  • First Personal Financial Services's Terex position peaked at $1K in Q1 2015.
  • 288 funds tracked by Wall St. Rank held Terex as of Q2 2015.

Based on First Personal Financial Services's 13F filing for Q2 2015, filed 14 Aug 2015.