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National Planning Corporation’s Terex TEX Stock Holding History

National Planning Corporation’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
Q3 		– Sell
-5,609
Closed -$209K – 763
2017
Q2 		$209K Buy
+5,609
New +$190K 0.02% 664
2015
Q1 		– Sell
-2,609
Closed -$66.5K – 1915
2014
Q4 		$66.5K Buy
+2,609
New +$74.6K ﹤0.01% 1117
2014
Q3 		– Sell
-7,009
Closed -$288K – 784
2014
Q2 		$288K Buy
7,009
+100
+1% +$4.07K 0.02% 573
2014
Q1 		$305K Sell
6,909
-900
-12% -$37.8K 0.03% 536
2013
Q4 		$324K Sell
7,809
-2,300
-23% -$83.4K 0.03% 496
2013
Q3 		$345K Buy
10,109
+1,500
+17% +$45.5K 0.03% 448
2013
Q2 		$223K Buy
+8,609
New +$266K 0.03% 461

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $34.1B AUM 23.81% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 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
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 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

National Planning Corporation's TEX Position: Q3 2017 in Review

National Planning Corporation sold out of Terex (TEX) in Q3 2017, closing a stake of 5,609 shares — an estimated $209K sold.

National Planning Corporation first reported a position in TEX in Q2 2013 and held it in 7 quarters. The position peaked at $345K in Q3 2013. 277 funds tracked by Wall St. Rank hold TEX as of Q3 2017.

  • National Planning Corporation reported no remaining Terex position as of Q3 2017 after selling out during the quarter.
  • National Planning Corporation sold 5,609 Terex shares in Q3 2017, an estimated $209K.
  • National Planning Corporation first reported a position in Terex in Q2 2013 and held it in 7 quarters.
  • National Planning Corporation's Terex position peaked at $345K in Q3 2013.
  • 277 funds tracked by Wall St. Rank held Terex as of Q3 2017.

Based on National Planning Corporation's 13F filing for Q3 2017, filed 13 Nov 2017.