$TEX icon$

Lucus Advisors’s Terex TEX Stock Holding History

Lucus 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
2015 Q2	–	Sell	-12,446	Closed	-$331K	–	385
2015 Q1	$331K	Buy	+12,446	New	+$315K	0.17%	250

Other funds holding TEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

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

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Lucus Advisors's TEX Position: Q2 2015 in Review

Lucus Advisors sold out of Terex (TEX) in Q2 2015, closing a stake of 12,446 shares — an estimated $331K sold.

Lucus Advisors first reported a position in TEX in Q1 2015 and held it in 1 quarter. The position peaked at $331K in Q1 2015. 288 funds tracked by Wall St. Rank hold TEX as of Q2 2015.

Lucus Advisors reported no remaining Terex position as of Q2 2015 after selling out during the quarter.
Lucus Advisors sold 12,446 Terex shares in Q2 2015, an estimated $331K.
Lucus Advisors first reported a position in Terex in Q1 2015 and held it in 1 quarter.
Lucus Advisors's Terex position peaked at $331K in Q1 2015.
288 funds tracked by Wall St. Rank held Terex as of Q2 2015.

Based on Lucus Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.