GWM
TEX icon

Gupta Wealth Management’s Terex TEX Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$14K Hold
575
– – ﹤0.01% 787
2015
Q4 		$11K Buy
575
+350
+156% +$6.92K ﹤0.01% 860
2015
Q3 		$4K Sell
225
-270
-55% -$5.89K ﹤0.01% 1071
2015
Q2 		$12K Buy
495
+270
+120% +$7.12K ﹤0.01% 861
2015
Q1 		$6K Buy
+225
New +$5.69K ﹤0.01% 868

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gupta Wealth Management's TEX Position: Q1 2016 in Review

Gupta Wealth Management held its Terex (TEX) position steady in Q1 2016 at 575 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Gupta Wealth Management first reported a position in TEX in Q1 2015 and has held it in 5 quarters since. 272 funds tracked by Wall St. Rank hold TEX as of Q1 2016.

  • Gupta Wealth Management held 575 shares of Terex worth $14K as of Q1 2016.
  • Gupta Wealth Management left its Terex share count unchanged in Q1 2016.
  • Terex made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #787 holding.
  • Gupta Wealth Management first reported a position in Terex in Q1 2015 and has held it in 5 quarters since.
  • 272 funds tracked by Wall St. Rank held Terex as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.