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Mount Yale Investment Advisors’s Terex TEX Stock Holding History

Mount Yale Investment 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
2018
Q4 		– Sell
-3,144
Closed -$102K – 728
2018
Q3 		$102K Buy
3,144
+1,144
+57% +$46.5K 0.02% 438
2018
Q2 		$84K Buy
+2,000
New +$79.4K 0.02% 519

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

Mount Yale Investment Advisors's TEX Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Terex (TEX) in Q4 2018, closing a stake of 3,144 shares — an estimated $102K sold.

Mount Yale Investment Advisors first reported a position in TEX in Q2 2018 and held it in 2 quarters. The position peaked at $102K in Q3 2018. 256 funds tracked by Wall St. Rank hold TEX as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Terex position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3,144 Terex shares in Q4 2018, an estimated $102K.
  • Mount Yale Investment Advisors first reported a position in Terex in Q2 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Terex position peaked at $102K in Q3 2018.
  • 256 funds tracked by Wall St. Rank held Terex as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.