HCA
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Harbour Capital Advisors’s Terex TEX Stock Holding History

Harbour Capital Advisors’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
2018
Q2 		– Sell
-6,750
Closed -$253K – 254
2018
Q1 		$253K Sell
6,750
-1,000
-13% -$43.4K 0.11% 205
2017
Q4 		$374K Sell
7,750
-750
-9% -$34.5K 0.16% 161
2017
Q3 		$383K Sell
8,500
-200
-2% -$7.91K 0.17% 161
2017
Q2 		$326K Sell
8,700
-75
-0.9% -$2.54K 0.16% 162
2017
Q1 		$276K Hold
8,775
– – 0.13% 184
2016
Q4 		$277K Sell
8,775
-975
-10% -$27K 0.2% 146
2016
Q3 		$248K Sell
9,750
-110
-1% -$2.56K 0.16% 167
2016
Q2 		$200K Hold
9,860
– – 0.11% 213
2016
Q1 		$245K Hold
9,860
– – 0.14% 189
2015
Q4 		$182K Sell
9,860
-2,300
-19% -$45.5K 0.1% 214
2015
Q3 		$218K Sell
12,160
-590
-5% -$12.9K 0.15% 171
2015
Q2 		$296K Sell
12,750
-300
-2% -$7.91K 0.18% 152
2015
Q1 		$347K Sell
13,050
-4,125
-24% -$104K 0.24% 133
2014
Q4 		$479K Sell
17,175
-18,625
-52% -$533K 0.34% 105
2014
Q3 		$1.14M Buy
35,800
+2,025
+6% +$74K 0.94% 24
2014
Q2 		$1.39M Buy
33,775
+25
+0.1% +$1.02K 1.09% 12
2014
Q1 		$1.5M Buy
33,750
+3,125
+10% +$131K 1.42% 5
2013
Q4 		$1.29M Buy
30,625
+650
+2% +$23.6K 1.14% 9
2013
Q3 		$1.01M Buy
29,975
+75
+0.3% +$2.27K 1.1% 12
2013
Q2 		$786K Buy
+29,900
New +$923K 0.99% 19

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Harbour Capital Advisors's TEX Position: Q2 2018 in Review

Harbour Capital Advisors sold out of Terex (TEX) in Q2 2018, closing a stake of 6,750 shares — an estimated $253K sold.

Harbour Capital Advisors first reported a position in TEX in Q2 2013 and held it in 20 quarters. The position peaked at $1.5M in Q1 2014. 311 funds tracked by Wall St. Rank hold TEX as of Q2 2018.

  • Harbour Capital Advisors reported no remaining Terex position as of Q2 2018 after selling out during the quarter.
  • Harbour Capital Advisors sold 6,750 Terex shares in Q2 2018, an estimated $253K.
  • Harbour Capital Advisors first reported a position in Terex in Q2 2013 and held it in 20 quarters.
  • Harbour Capital Advisors's Terex position peaked at $1.5M in Q1 2014.
  • 311 funds tracked by Wall St. Rank held Terex as of Q2 2018.

Based on Harbour Capital Advisors's 13F filing for Q2 2018, filed 11 Jul 2018.