$TEX icon$

Mosaic Family Wealth’s Terex TEX Stock Holding History

Mosaic Family Wealth’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
2017 Q4	–	Sell	-40	Closed	-$2K	–	903
2017 Q3	$2K	Buy	+40	New	+$1.58K	﹤0.01%	848

Other funds holding TEX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MCM

Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Mosaic Family Wealth's TEX Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Terex (TEX) in Q4 2017, closing a stake of 40 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in TEX in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 313 funds tracked by Wall St. Rank hold TEX as of Q4 2017.

Mosaic Family Wealth reported no remaining Terex position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 40 Terex shares in Q4 2017, an estimated $2K.
Mosaic Family Wealth first reported a position in Terex in Q3 2017 and held it in 1 quarter.
Mosaic Family Wealth's Terex position peaked at $2K in Q3 2017.
313 funds tracked by Wall St. Rank held Terex as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.