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Independent Portfolio Consultants’s Terex TEX Stock Holding History

Independent Portfolio Consultants’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
2015
Q4 		– Sell
-215
Closed -$4K – 803
2015
Q3 		$4K Sell
215
-930
-81% -$20.3K ﹤0.01% 768
2015
Q2 		$27K Sell
1,145
-13,145
-92% -$347K 0.01% 690
2015
Q1 		$380K Sell
14,290
-1,143
-7% -$28.9K 0.08% 278
2014
Q4 		$430K Sell
15,433
-1,455
-9% -$41.6K 0.09% 267
2014
Q3 		$537K Buy
16,888
+180
+1% +$6.58K 0.14% 208
2014
Q2 		$687K Sell
16,708
-140
-0.8% -$5.69K 0.19% 151
2014
Q1 		$746K Sell
16,848
-4,295
-20% -$180K 0.24% 132
2013
Q4 		$888K Sell
21,143
-2,369
-10% -$85.9K 0.31% 79
2013
Q3 		$790K Buy
23,512
+2,104
+10% +$63.8K 0.32% 83
2013
Q2 		$563K Buy
+21,408
New +$661K 0.25% 145

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Independent Portfolio Consultants's TEX Position: Q4 2015 in Review

Independent Portfolio Consultants sold out of Terex (TEX) in Q4 2015, closing a stake of 215 shares — an estimated $4K sold.

Independent Portfolio Consultants first reported a position in TEX in Q2 2013 and held it in 10 quarters. The position peaked at $888K in Q4 2013. 251 funds tracked by Wall St. Rank hold TEX as of Q4 2015.

  • Independent Portfolio Consultants reported no remaining Terex position as of Q4 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 215 Terex shares in Q4 2015, an estimated $4K.
  • Independent Portfolio Consultants first reported a position in Terex in Q2 2013 and held it in 10 quarters.
  • Independent Portfolio Consultants's Terex position peaked at $888K in Q4 2013.
  • 251 funds tracked by Wall St. Rank held Terex as of Q4 2015.

Based on Independent Portfolio Consultants's 13F filing for Q4 2015, filed 12 Jan 2016.