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IBM Retirement Fund’s Terex TEX Stock Holding History

IBM Retirement Fund’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
2017
Q1 		– Sell
-8,437
Closed -$266K – 695
2016
Q4 		$266K Sell
8,437
-1,573
-16% -$43.6K 0.01% 816
2016
Q3 		$254K Sell
10,010
-672
-6% -$15.7K 0.01% 888
2016
Q2 		$217K Buy
10,682
+113
+1% +$2.58K 0.01% 947
2016
Q1 		$263K Sell
10,569
-13,716
-56% -$287K 0.01% 877
2015
Q4 		$449K Buy
24,285
+1,828
+8% +$36.1K 0.01% 1012
2015
Q3 		$403K Sell
22,457
-1,939
-8% -$42.3K 0.01% 895
2015
Q2 		$567K Sell
24,396
-1,747
-7% -$46.1K 0.01% 967
2015
Q1 		$695K Sell
26,143
-31
-0.1% -$783 0.01% 885
2014
Q4 		$730K Buy
26,174
+2,485
+10% +$71.1K 0.01% 868
2014
Q3 		$753K Sell
23,689
-3,120
-12% -$114K 0.02% 811
2014
Q2 		$1.11M Sell
26,809
-624
-2% -$25.4K 0.02% 734
2014
Q1 		$1.23M Sell
27,433
-15,805
-37% -$664K 0.02% 661
2013
Q4 		$1.81M Sell
43,238
-2,239
-5% -$81.2K 0.02% 680
2013
Q3 		$1.53M Sell
45,477
-6,104
-12% -$185K 0.02% 749
2013
Q2 		$1.36M Buy
+51,581
New +$1.59M 0.02% 824

Other funds holding TEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

IBM Retirement Fund's TEX Position: Q1 2017 in Review

IBM Retirement Fund sold out of Terex (TEX) in Q1 2017, closing a stake of 8,437 shares — an estimated $266K sold.

IBM Retirement Fund first reported a position in TEX in Q2 2013 and held it in 15 quarters. The position peaked at $1.81M in Q4 2013. 257 funds tracked by Wall St. Rank hold TEX as of Q1 2017.

  • IBM Retirement Fund reported no remaining Terex position as of Q1 2017 after selling out during the quarter.
  • IBM Retirement Fund sold 8,437 Terex shares in Q1 2017, an estimated $266K.
  • IBM Retirement Fund first reported a position in Terex in Q2 2013 and held it in 15 quarters.
  • IBM Retirement Fund's Terex position peaked at $1.81M in Q4 2013.
  • 257 funds tracked by Wall St. Rank held Terex as of Q1 2017.

Based on IBM Retirement Fund's 13F filing for Q1 2017, filed 10 May 2017.