NCCM
TEX icon

Nine Chapters Capital Management’s Terex TEX Stock Holding History

Nine Chapters Capital Management’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
2015
Q3 		– Sell
-76,700
Closed -$1.78M – 1170
2015
Q2 		$1.78M Buy
+76,700
New +$2.02M 0.15% 190
2014
Q3 		– Sell
-109,500
Closed -$4.5M – 1164
2014
Q2 		$4.5M Buy
+109,500
New +$4.45M 0.37% 60
2013
Q3 		– Sell
-29,600
Closed -$778K – 907
2013
Q2 		$778K Buy
+29,600
New +$914K 0.13% 232

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Nine Chapters Capital Management's TEX Position: Q3 2015 in Review

Nine Chapters Capital Management sold out of Terex (TEX) in Q3 2015, closing a stake of 76,700 shares — an estimated $1.78M sold.

Nine Chapters Capital Management first reported a position in TEX in Q2 2013 and held it in 3 quarters. The position peaked at $4.5M in Q2 2014. 257 funds tracked by Wall St. Rank hold TEX as of Q3 2015.

  • Nine Chapters Capital Management reported no remaining Terex position as of Q3 2015 after selling out during the quarter.
  • Nine Chapters Capital Management sold 76,700 Terex shares in Q3 2015, an estimated $1.78M.
  • Nine Chapters Capital Management first reported a position in Terex in Q2 2013 and held it in 3 quarters.
  • Nine Chapters Capital Management's Terex position peaked at $4.5M in Q2 2014.
  • 257 funds tracked by Wall St. Rank held Terex as of Q3 2015.

Based on Nine Chapters Capital Management's 13F filing for Q3 2015, filed 16 Nov 2015.