KJWM
TEX icon

Kiley Juergens Wealth Management’s Terex TEX Stock Holding History

Kiley Juergens Wealth 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
2018
Q4 		– Sell
-196
Closed – – 576
2018
Q3 		$0 Hold
196
– – ﹤0.01% 747
2018
Q2 		$0 Buy
+196
New +$7.78K ﹤0.01% 685
2018
Q1 		– Sell
-196
Closed -$9K – 539
2017
Q4 		$9K Buy
+196
New +$9.03K 0.01% 481

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Kiley Juergens Wealth Management's TEX Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Terex (TEX) in Q4 2018, closing a stake of 196 shares.

Kiley Juergens Wealth Management first reported a position in TEX in Q4 2017 and held it in 3 quarters. The position peaked at $9K in Q4 2017. 256 funds tracked by Wall St. Rank hold TEX as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Terex position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 196 Terex shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in Terex in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Terex position peaked at $9K in Q4 2017.
  • 256 funds tracked by Wall St. Rank held Terex as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.