$TEX icon$

Hartford Financial Management’s Terex TEX Stock Holding History

Hartford Financial 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
2018 Q1	–	Sell	-700	Closed	-$33K	–	360
2017 Q4	$33K	Hold	700	–	–	0.02%	197
2017 Q3	$31K	Hold	700	–	–	0.02%	213
2017 Q2	$26K	Hold	700	–	–	0.01%	220
2017 Q1	$21K	Hold	700	–	–	0.01%	218
2016 Q4	$22K	Buy	700 +200	+40%	+$5.55K	0.01%	187
2016 Q3	$12K	Hold	500	–	–	0.01%	228
2016 Q2	$10K	Hold	500	–	–	0.01%	215
2016 Q1	$12K	Hold	500	–	–	0.01%	202
2015 Q4	$9K	Buy	+500	New	+$9.88K	0.01%	213
2015 Q3	–	Sell	-500	Closed	-$11K	–	271
2015 Q2	$11K	Buy	+500	New	+$13.2K	0.01%	211
2014 Q2	–	Sell	-600	Closed	-$26K	–	290
2014 Q1	$26K	Hold	600	–	–	0.02%	168
2013 Q4	$25K	Sell	600 -1,300	-68%	-$47.1K	0.02%	164
2013 Q3	$63K	Buy	1,900 +500	+36%	+$15.2K	0.04%	155
2013 Q2	$37K	Buy	+1,400	New	+$43.2K	0.03%	164

Other funds holding TEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

MCM

Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hartford Financial Management's TEX Position: Q1 2018 in Review

Hartford Financial Management sold out of Terex (TEX) in Q1 2018, closing a stake of 700 shares — an estimated $33K sold.

Hartford Financial Management first reported a position in TEX in Q2 2013 and held it in 14 quarters. The position peaked at $63K in Q3 2013. 286 funds tracked by Wall St. Rank hold TEX as of Q1 2018.

Hartford Financial Management reported no remaining Terex position as of Q1 2018 after selling out during the quarter.
Hartford Financial Management sold 700 Terex shares in Q1 2018, an estimated $33K.
Hartford Financial Management first reported a position in Terex in Q2 2013 and held it in 14 quarters.
Hartford Financial Management's Terex position peaked at $63K in Q3 2013.
286 funds tracked by Wall St. Rank held Terex as of Q1 2018.

Based on Hartford Financial Management's 13F filing for Q1 2018, filed 10 Apr 2018.