$TEX icon$

Next Financial Group’s Terex TEX Stock Holding History

Next Financial Group’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
2014 Q4	–	Sell	-28	Closed	-$1K	–	2334
2014 Q3	$1K	Buy	+28	New	+$1.02K	﹤0.01%	2452

Other funds holding TEX

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PCM

Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Next Financial Group's TEX Position: Q4 2014 in Review

Next Financial Group sold out of Terex (TEX) in Q4 2014, closing a stake of 28 shares — an estimated $1K sold.

Next Financial Group first reported a position in TEX in Q3 2014 and held it in 1 quarter. The position peaked at $1K in Q3 2014. 303 funds tracked by Wall St. Rank hold TEX as of Q4 2014.

Next Financial Group reported no remaining Terex position as of Q4 2014 after selling out during the quarter.
Next Financial Group sold 28 Terex shares in Q4 2014, an estimated $1K.
Next Financial Group first reported a position in Terex in Q3 2014 and held it in 1 quarter.
Next Financial Group's Terex position peaked at $1K in Q3 2014.
303 funds tracked by Wall St. Rank held Terex as of Q4 2014.

Based on Next Financial Group's 13F filing for Q4 2014, filed 10 Feb 2015.