MWM
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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 $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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return