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Ironwood Investment Management’s Terex TEX Stock Holding History

Ironwood Investment Management’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
-27,427
Closed -$697K – 171
2016
Q3 		$697K Sell
27,427
-5,224
-16% -$122K 0.54% 73
2016
Q2 		$663K Sell
32,651
-26,730
-45% -$611K 0.5% 78
2016
Q1 		$1.48M Sell
59,381
-49,473
-45% -$1.04M 0.97% 35
2015
Q4 		$2.01M Sell
108,854
-22,647
-17% -$448K 0.83% 53
2015
Q3 		$2.36M Sell
131,501
-60,697
-32% -$1.32M 0.87% 50
2015
Q2 		$4.47M Sell
192,198
-47,857
-20% -$1.26M 1.03% 41
2015
Q1 		$6.38M Sell
240,055
-15,700
-6% -$397K 1.18% 32
2014
Q4 		$7.13M Sell
255,755
-12,314
-5% -$352K 1.3% 27
2014
Q3 		$8.52M Sell
268,069
-20,570
-7% -$752K 1.54% 13
2014
Q2 		$11.9M Sell
288,639
-37,700
-12% -$1.53M 1.89% 6
2014
Q1 		$14.5M Sell
326,339
-22,286
-6% -$936K 2.1% 4
2013
Q4 		$14.6M Buy
348,625
+11,832
+4% +$429K 2.04% 5
2013
Q3 		$11.3M Buy
336,793
+7,848
+2% +$238K 1.78% 8
2013
Q2 		$8.65M Buy
+328,945
New +$10.2M 1.54% 17

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 $34.1B AUM 23.81% 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 18.14% 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 $17.1B AUM 15.7% 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 $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ironwood Investment Management's TEX Position: Q4 2016 in Review

Ironwood Investment Management sold out of Terex (TEX) in Q4 2016, closing a stake of 27,427 shares — an estimated $697K sold.

Ironwood Investment Management first reported a position in TEX in Q2 2013 and held it in 14 quarters. The position peaked at $14.6M in Q4 2013. 267 funds tracked by Wall St. Rank hold TEX as of Q4 2016.

  • Ironwood Investment Management reported no remaining Terex position as of Q4 2016 after selling out during the quarter.
  • Ironwood Investment Management sold 27,427 Terex shares in Q4 2016, an estimated $697K.
  • Ironwood Investment Management first reported a position in Terex in Q2 2013 and held it in 14 quarters.
  • Ironwood Investment Management's Terex position peaked at $14.6M in Q4 2013.
  • 267 funds tracked by Wall St. Rank held Terex as of Q4 2016.

Based on Ironwood Investment Management's 13F filing for Q4 2016, filed 27 Jan 2017.