JGC
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J. Goldman & Co’s Terex TEX Stock Holding History

J. Goldman & Co’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
-314,400
Closed -$6.38M – 395
2016
Q2 		$6.38M Buy
314,400
+225,200
+252% +$5.15M 0.33% 72
2016
Q1 		$2.22M Buy
+89,200
New +$1.87M 0.14% 177
2015
Q3 		– Sell
-450,000
Closed -$10.5M – 303
2015
Q2 		$10.5M Buy
+450,000
New +$11.9M 0.64% 38

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

J. Goldman & Co's TEX Position: Q3 2016 in Review

J. Goldman & Co sold out of Terex (TEX) in Q3 2016, closing a stake of 74,592 shares — an estimated $1.51M sold.

J. Goldman & Co first reported a position in TEX in Q2 2015 and held it in 3 quarters. The position peaked at $1.51M in Q2 2016. 235 funds tracked by Wall St. Rank hold TEX as of Q3 2016.

  • J. Goldman & Co reported no remaining Terex position as of Q3 2016 after selling out during the quarter.
  • J. Goldman & Co sold 74,592 Terex shares in Q3 2016, an estimated $1.51M.
  • J. Goldman & Co first reported a position in Terex in Q2 2015 and held it in 3 quarters.
  • J. Goldman & Co's Terex position peaked at $1.51M in Q2 2016.
  • 235 funds tracked by Wall St. Rank held Terex as of Q3 2016.

Based on J. Goldman & Co's 13F filing for Q3 2016, filed 14 Nov 2016.