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Mascoma Wealth Management’s Terex TEX Stock Holding History

Mascoma 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
2019
Q3 		– Sell
-90
Closed -$3K – 303
2019
Q2 		$3K Sell
90
-160
-64% -$4.91K ﹤0.01% 328
2019
Q1 		$8K Sell
250
-770
-75% -$24.4K 0.01% 284
2018
Q4 		$28K Sell
1,020
-530
-34% -$16.9K 0.02% 180
2018
Q3 		$62K Sell
1,550
-140
-8% -$5.69K 0.04% 150
2018
Q2 		$71K Hold
1,690
– – 0.05% 130
2018
Q1 		$63K Sell
1,690
-825
-33% -$35.8K 0.04% 134
2017
Q4 		$114K Sell
2,515
-750
-23% -$34.5K 0.07% 101
2017
Q3 		$147K Hold
3,265
– – 0.1% 91
2017
Q2 		$122K Hold
3,265
– – 0.08% 101
2017
Q1 		$103K Sell
3,265
-240
-7% -$7.54K 0.07% 97
2016
Q4 		$111K Buy
+3,505
New +$97.2K 0.08% 96

Other funds holding TEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Mascoma Wealth Management's TEX Position: Q3 2019 in Review

Mascoma Wealth Management sold out of Terex (TEX) in Q3 2019, closing a stake of 90 shares — an estimated $3K sold.

Mascoma Wealth Management first reported a position in TEX in Q4 2016 and held it in 11 quarters. The position peaked at $147K in Q3 2017. 241 funds tracked by Wall St. Rank hold TEX as of Q3 2019.

  • Mascoma Wealth Management reported no remaining Terex position as of Q3 2019 after selling out during the quarter.
  • Mascoma Wealth Management sold 90 Terex shares in Q3 2019, an estimated $3K.
  • Mascoma Wealth Management first reported a position in Terex in Q4 2016 and held it in 11 quarters.
  • Mascoma Wealth Management's Terex position peaked at $147K in Q3 2017.
  • 241 funds tracked by Wall St. Rank held Terex as of Q3 2019.

Based on Mascoma Wealth Management's 13F filing for Q3 2019, filed 21 Nov 2019.