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Ladenburg Thalmann Financial Services’s Terex TEX Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$59K Buy
2,000
+1,113
+125% +$31.3K ﹤0.01% 3407
2019
Q3 		$23K Sell
887
-256
-22% -$7.04K ﹤0.01% 3959
2019
Q2 		$41K Sell
1,143
-387
-25% -$11.9K ﹤0.01% 3595
2019
Q1 		$49K Sell
1,530
-512
-25% -$16.2K ﹤0.01% 3414
2018
Q4 		$57K Sell
2,042
-458
-18% -$14.6K ﹤0.01% 3164
2018
Q3 		$100K Buy
2,500
+1,154
+86% +$46.9K ﹤0.01% 2816
2018
Q2 		$50K Hold
1,346
– – ﹤0.01% 3251
2018
Q1 		$50K Sell
1,346
-434
-24% -$18.8K ﹤0.01% 3251
2017
Q4 		$86K Buy
1,780
+358
+25% +$16.5K ﹤0.01% 2830
2017
Q3 		$64K Buy
1,422
+161
+13% +$6.37K ﹤0.01% 2926
2017
Q2 		$47K Sell
1,261
-39
-3% -$1.32K ﹤0.01% 3072
2017
Q1 		$41K Sell
1,300
-1,400
-52% -$44K ﹤0.01% 3063
2016
Q4 		$77K Sell
2,700
-189
-7% -$5.24K ﹤0.01% 2517
2016
Q3 		$73K Buy
2,889
+1,425
+97% +$33.2K ﹤0.01% 2483
2016
Q2 		$30K Sell
1,464
-74
-5% -$1.69K ﹤0.01% 3067
2016
Q1 		$37K Buy
1,538
+343
+29% +$7.18K ﹤0.01% 2826
2015
Q4 		$22K Sell
1,195
-1,982
-62% -$39.2K ﹤0.01% 3163
2015
Q3 		$57K Buy
3,177
+1,941
+157% +$42.3K ﹤0.01% 2376
2015
Q2 		$29K Sell
1,236
-240
-16% -$6.33K ﹤0.01% 2989
2015
Q1 		$39K Buy
1,476
+310
+27% +$7.83K ﹤0.01% 2749
2014
Q4 		$32K Buy
1,166
+135
+13% +$3.86K ﹤0.01% 2670
2014
Q3 		$33K Buy
1,031
+50
+5% +$1.83K ﹤0.01% 2297
2014
Q2 		$40K Sell
981
-25
-2% -$1.02K ﹤0.01% 2191
2014
Q1 		$45K Sell
1,006
-109
-10% -$4.58K ﹤0.01% 2052
2013
Q4 		$46K Sell
1,115
-3
-0.3% -$109 ﹤0.01% 1972
2013
Q3 		$38K Hold
1,118
– – ﹤0.01% 2003
2013
Q2 		$30K Buy
+1,118
New +$34.5K ﹤0.01% 2076

Other funds holding TEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Ladenburg Thalmann Financial Services's TEX Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Terex (TEX) stake by 125% in Q4 2019, buying an estimated $31.3K and bringing the position to 2,000 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #3407.

Ladenburg Thalmann Financial Services first reported a position in TEX in Q2 2013 and has held it in 27 quarters since. The position peaked at $100K in Q3 2018. 243 funds tracked by Wall St. Rank hold TEX as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 2,000 shares of Terex worth $59K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 1,113 Terex shares in Q4 2019, an estimated $31.3K.
  • Terex made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3407 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Terex in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Terex position peaked at $100K in Q3 2018.
  • 243 funds tracked by Wall St. Rank held Terex as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.