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JNBA Financial Advisors’s Terex TEX Stock Holding History

JNBA Financial 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
2018 Q3	–	Sell	-200	Closed	-$8K	–	696
2018 Q2	$8K	Buy	+200	New	+$7.94K	﹤0.01%	420

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

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

JNBA Financial Advisors's TEX Position: Q3 2018 in Review

JNBA Financial Advisors sold out of Terex (TEX) in Q3 2018, closing a stake of 200 shares — an estimated $8K sold.

JNBA Financial Advisors first reported a position in TEX in Q2 2018 and held it in 1 quarter. The position peaked at $8K in Q2 2018. 297 funds tracked by Wall St. Rank hold TEX as of Q3 2018.

JNBA Financial Advisors reported no remaining Terex position as of Q3 2018 after selling out during the quarter.
JNBA Financial Advisors sold 200 Terex shares in Q3 2018, an estimated $8K.
JNBA Financial Advisors first reported a position in Terex in Q2 2018 and held it in 1 quarter.
JNBA Financial Advisors's Terex position peaked at $8K in Q2 2018.
297 funds tracked by Wall St. Rank held Terex as of Q3 2018.

Based on JNBA Financial Advisors's 13F filing for Q3 2018, filed 1 Nov 2018.