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Integrated Wealth Management (Palm Desert)’s Terex TEX Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q4 		– Sell
-9
Closed – – 918
2016
Q3 		$0 Hold
9
– – ﹤0.01% 1314
2016
Q2 		$0 Hold
9
– – ﹤0.01% 1373
2016
Q1 		$0 Sell
9
-11
-55% -$230 ﹤0.01% 1319
2015
Q4 		$0 Hold
20
– – ﹤0.01% 1383
2015
Q3 		$0 Sell
20
-60
-75% -$1.31K ﹤0.01% 1379
2015
Q2 		$2K Buy
80
+60
+300% +$1.58K ﹤0.01% 1159
2015
Q1 		$0 Buy
+20
New +$505 ﹤0.01% 1359

Other funds holding TEX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s TEX Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Terex (TEX) in Q4 2016, closing a stake of 9 shares.

Integrated Wealth Management (Palm Desert) first reported a position in TEX in Q1 2015 and held it in 7 quarters. The position peaked at $2K in Q2 2015. 267 funds tracked by Wall St. Rank hold TEX as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Terex position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 9 Terex shares in Q4 2016.
  • Integrated Wealth Management (Palm Desert) first reported a position in Terex in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s Terex position peaked at $2K in Q2 2015.
  • 267 funds tracked by Wall St. Rank held Terex as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.