$TEX icon$

Invictus RG’s Terex TEX Stock Holding History

Invictus RG’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 Q4	–	Sell	-4,618	Closed	-$208K	–	488
2017 Q3	$208K	Buy	4,618 +2,255	+95%	+$89.2K	0.19%	220
2017 Q2	$89K	Sell	2,363 -5,180	-69%	-$175K	0.06%	405
2017 Q1	$237K	Buy	+7,543	New	+$237K	0.16%	251

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Invictus RG's TEX Position: Q4 2017 in Review

Invictus RG sold out of Terex (TEX) in Q4 2017, closing a stake of 4,618 shares — an estimated $208K sold.

Invictus RG first reported a position in TEX in Q1 2017 and held it in 3 quarters. The position peaked at $237K in Q1 2017. 313 funds tracked by Wall St. Rank hold TEX as of Q4 2017.

Invictus RG reported no remaining Terex position as of Q4 2017 after selling out during the quarter.
Invictus RG sold 4,618 Terex shares in Q4 2017, an estimated $208K.
Invictus RG first reported a position in Terex in Q1 2017 and held it in 3 quarters.
Invictus RG's Terex position peaked at $237K in Q1 2017.
313 funds tracked by Wall St. Rank held Terex as of Q4 2017.

Based on Invictus RG's 13F filing for Q4 2017, filed 13 Feb 2018.