IIA
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IPG Investment Advisors’s Terex TEX Stock Holding History

IPG Investment Advisors’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
Q3 		– Sell
-197,300
Closed -$4.01M – 135
2016
Q2 		$4.01M Sell
197,300
-3,770
-2% -$86.2K 1.66% 17
2016
Q1 		$5M Sell
201,070
-1,690
-0.8% -$35.4K 2.25% 12
2015
Q4 		$3.75M Hold
202,760
– – 1.73% 14
2015
Q3 		$3.64M Sell
202,760
-138,600
-41% -$3.02M 1.69% 15
2015
Q2 		$7.94M Buy
341,360
+350
+0.1% +$9.23K 2.88% 10
2015
Q1 		$9.07M Buy
341,010
+55,665
+20% +$1.41M 3.44% 8
2014
Q4 		$7.96M Hold
285,345
– – 3.1% 9
2014
Q3 		$9.07M Buy
+285,345
New +$10.4M 3.27% 7

Other funds holding TEX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return