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Loring Wolcott & Coolidge Fiduciary Advisors’s Terex TEX Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
Q1 		– Sell
-41
Closed -$2K – 791
2017
Q4 		$2K Hold
41
– – ﹤0.01% 666
2017
Q3 		$2K Buy
+41
New +$1.62K ﹤0.01% 668

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's TEX Position: Q1 2018 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Terex (TEX) in Q1 2018, closing a stake of 41 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TEX in Q3 2017 and held it in 2 quarters. The position peaked at $2K in Q4 2017. 286 funds tracked by Wall St. Rank hold TEX as of Q1 2018.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Terex position as of Q1 2018 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 41 Terex shares in Q1 2018, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Terex in Q3 2017 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Terex position peaked at $2K in Q4 2017.
  • 286 funds tracked by Wall St. Rank held Terex as of Q1 2018.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2018, filed 20 Apr 2018.