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Gargoyle Investment Advisor’s Terex TEX Stock Holding History

Gargoyle Investment Advisor’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
-34,200
Closed -$795K – 177
2015
Q2 		$795K Hold
34,200
– – 0.3% 106
2015
Q1 		$909K Hold
34,200
– – 0.34% 92
2014
Q4 		$953K Buy
+34,200
New +$978K 0.35% 79

Other funds holding TEX

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

Gargoyle Investment Advisor's TEX Position: Q3 2015 in Review

Gargoyle Investment Advisor sold out of Terex (TEX) in Q3 2015, closing a stake of 34,200 shares — an estimated $795K sold.

Gargoyle Investment Advisor first reported a position in TEX in Q4 2014 and held it in 3 quarters. The position peaked at $953K in Q4 2014. 257 funds tracked by Wall St. Rank hold TEX as of Q3 2015.

  • Gargoyle Investment Advisor reported no remaining Terex position as of Q3 2015 after selling out during the quarter.
  • Gargoyle Investment Advisor sold 34,200 Terex shares in Q3 2015, an estimated $795K.
  • Gargoyle Investment Advisor first reported a position in Terex in Q4 2014 and held it in 3 quarters.
  • Gargoyle Investment Advisor's Terex position peaked at $953K in Q4 2014.
  • 257 funds tracked by Wall St. Rank held Terex as of Q3 2015.

Based on Gargoyle Investment Advisor's 13F filing for Q3 2015, filed 9 Nov 2015.