MCM
TEX icon

Montibus Capital Management’s Terex TEX Stock Holding History

Montibus Capital 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
2013
Q3 		$333K Buy
9,898
+2,148
+28% +$65.1K 0.04% 99
2013
Q2 		$204K Buy
+7,750
New +$239K 0.03% 114

Other funds holding TEX

PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Montibus Capital Management's TEX Position: Q3 2013 in Review

Montibus Capital Management increased its Terex (TEX) stake by 28% in Q3 2013, buying an estimated $65.1K and bringing the position to 9,898 shares worth $333K. The position accounts for 0.04% of the portfolio, ranked #99.

Montibus Capital Management first reported a position in TEX in Q2 2013 and has held it in 2 quarters since. 300 funds tracked by Wall St. Rank hold TEX as of Q3 2013.

  • Montibus Capital Management held 9,898 shares of Terex worth $333K as of Q3 2013.
  • Montibus Capital Management bought 2,148 Terex shares in Q3 2013, an estimated $65.1K.
  • Terex made up 0.04% of Montibus Capital Management's portfolio in Q3 2013, its #99 holding.
  • Montibus Capital Management first reported a position in Terex in Q2 2013 and has held it in 2 quarters since.
  • 300 funds tracked by Wall St. Rank held Terex as of Q3 2013.

Based on Montibus Capital Management's 13F filing for Q3 2013, filed 13 Nov 2013.