FWIA
TREX icon

Fort Washington Investment Advisors’s Trex TREX Stock Holding History

Fort Washington Investment Advisors’s Portfolio TREX Stock Details TREX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-114,760
Closed -$1.14M – 485
2013
Q4 		$1.14M Sell
114,760
-168,584
-59% -$1.38M 0.03% 331
2013
Q3 		$1.75M Sell
283,344
-481,840
-63% -$2.8M 0.04% 280
2013
Q2 		$4.54M Buy
+765,184
New +$4.92M 0.1% 204

Other funds holding TREX

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fort Washington Investment Advisors's TREX Position: Q1 2014 in Review

Fort Washington Investment Advisors sold out of Trex (TREX) in Q1 2014, closing a stake of 114,760 shares — an estimated $1.14M sold.

Fort Washington Investment Advisors first reported a position in TREX in Q2 2013 and held it in 3 quarters. The position peaked at $4.54M in Q2 2013. 141 funds tracked by Wall St. Rank hold TREX as of Q1 2014.

  • Fort Washington Investment Advisors reported no remaining Trex position as of Q1 2014 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 114,760 Trex shares in Q1 2014, an estimated $1.14M.
  • Fort Washington Investment Advisors first reported a position in Trex in Q2 2013 and held it in 3 quarters.
  • Fort Washington Investment Advisors's Trex position peaked at $4.54M in Q2 2013.
  • 141 funds tracked by Wall St. Rank held Trex as of Q1 2014.

Based on Fort Washington Investment Advisors's 13F filing for Q1 2014, filed 13 May 2014.