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Greenwood Capital Associates’s Terex TEX Stock Holding History

Greenwood Capital Associates’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
2014
Q4 		– Sell
-7,140
Closed -$227K – 170
2014
Q3 		$227K Buy
7,140
+260
+4% +$9.51K 0.07% 117
2014
Q2 		$283K Buy
6,880
+500
+8% +$20.3K 0.09% 111
2014
Q1 		$283K Buy
+6,380
New +$268K 0.09% 107

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Greenwood Capital Associates's TEX Position: Q4 2014 in Review

Greenwood Capital Associates sold out of Terex (TEX) in Q4 2014, closing a stake of 7,140 shares — an estimated $227K sold.

Greenwood Capital Associates first reported a position in TEX in Q1 2014 and held it in 3 quarters. The position peaked at $283K in Q2 2014. 303 funds tracked by Wall St. Rank hold TEX as of Q4 2014.

  • Greenwood Capital Associates reported no remaining Terex position as of Q4 2014 after selling out during the quarter.
  • Greenwood Capital Associates sold 7,140 Terex shares in Q4 2014, an estimated $227K.
  • Greenwood Capital Associates first reported a position in Terex in Q1 2014 and held it in 3 quarters.
  • Greenwood Capital Associates's Terex position peaked at $283K in Q2 2014.
  • 303 funds tracked by Wall St. Rank held Terex as of Q4 2014.

Based on Greenwood Capital Associates's 13F filing for Q4 2014, filed 13 Feb 2015.