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Nationwide Fund Advisors’s Terex TEX Stock Holding History

Nationwide Fund 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
2017
Q4 		– Sell
-143,217
Closed -$6.45M – 1874
2017
Q3 		$6.45M Sell
143,217
-35,792
-20% -$1.42M 0.03% 899
2017
Q2 		$6.71M Sell
179,009
-19,823
-10% -$671K 0.03% 860
2017
Q1 		$6.24M Buy
198,832
+12,487
+7% +$392K 0.03% 883
2016
Q4 		$5.88M Buy
186,345
+173
+0.1% +$4.8K 0.02% 909
2016
Q3 		$4.73M Sell
186,172
-1,701
-0.9% -$39.7K 0.02% 1009
2016
Q2 		$3.82M Buy
187,873
+5,829
+3% +$133K 0.02% 1071
2016
Q1 		$4.53M Buy
182,044
+6,015
+3% +$126K 0.02% 986
2015
Q4 		$3.25M Sell
176,029
-265
-0.2% -$5.24K 0.01% 1143
2015
Q3 		$3.16M Buy
176,294
+5,145
+3% +$112K 0.01% 1146
2015
Q2 		$3.98M Sell
171,149
-3,256
-2% -$85.9K 0.02% 1084
2015
Q1 		$4.64M Sell
174,405
-2,667
-2% -$67.4K 0.02% 1024
2014
Q4 		$4.94M Sell
177,072
-4,713
-3% -$135K 0.02% 953
2014
Q3 		$5.78M Buy
181,785
+1,135
+0.6% +$41.5K 0.02% 868
2014
Q2 		$7.42M Sell
180,650
-16,706
-8% -$679K 0.03% 750
2014
Q1 		$8.74M Sell
197,356
-4,185
-2% -$176K 0.04% 569
2013
Q4 		$8.46M Sell
201,541
-1,800
-0.9% -$65.2K 0.04% 658
2013
Q3 		$6.83M Buy
203,341
+4,618
+2% +$140K 0.03% 727
2013
Q2 		$5.23M Buy
+198,723
New +$6.14M 0.03% 796

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TG
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

Nationwide Fund Advisors's TEX Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Terex (TEX) in Q4 2017, closing a stake of 143,217 shares — an estimated $6.45M sold.

Nationwide Fund Advisors first reported a position in TEX in Q2 2013 and held it in 18 quarters. The position peaked at $8.74M in Q1 2014. 313 funds tracked by Wall St. Rank hold TEX as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Terex position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 143,217 Terex shares in Q4 2017, an estimated $6.45M.
  • Nationwide Fund Advisors first reported a position in Terex in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's Terex position peaked at $8.74M in Q1 2014.
  • 313 funds tracked by Wall St. Rank held Terex as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.