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 $1.89T 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 18.13% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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 $14.9B AUM 46.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IPG Investment Advisors's TEX Position: Q3 2016 in Review

IPG Investment Advisors sold out of Terex (TEX) in Q3 2016, closing a stake of 197,300 shares — an estimated $4.01M sold.

IPG Investment Advisors first reported a position in TEX in Q3 2014 and held it in 8 quarters. The position peaked at $9.07M in Q1 2015. 236 funds tracked by Wall St. Rank hold TEX as of Q3 2016.

  • IPG Investment Advisors reported no remaining Terex position as of Q3 2016 after selling out during the quarter.
  • IPG Investment Advisors sold 197,300 Terex shares in Q3 2016, an estimated $4.01M.
  • IPG Investment Advisors first reported a position in Terex in Q3 2014 and held it in 8 quarters.
  • IPG Investment Advisors's Terex position peaked at $9.07M in Q1 2015.
  • 236 funds tracked by Wall St. Rank held Terex as of Q3 2016.

Based on IPG Investment Advisors's 13F filing for Q3 2016, filed 7 Nov 2016.