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NXG Investment Management’s Terex TEX Stock Holding History

NXG Investment 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
2016
Q2 		– Sell
-41,321
Closed -$1.03M – 157
2016
Q1 		$1.03M Buy
+41,321
New +$865K 0.05% 101
2014
Q2 		– Sell
-18,482
Closed -$819K – 211
2014
Q1 		$819K Buy
18,482
+2,482
+16% +$104K 0.02% 159
2013
Q4 		$672K Buy
+16,000
New +$580K 0.02% 154

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

NXG Investment Management's TEX Position: Q2 2016 in Review

NXG Investment Management sold out of Terex (TEX) in Q2 2016, closing a stake of 41,321 shares — an estimated $1.03M sold.

NXG Investment Management first reported a position in TEX in Q4 2013 and held it in 3 quarters. The position peaked at $1.03M in Q1 2016. 252 funds tracked by Wall St. Rank hold TEX as of Q2 2016.

  • NXG Investment Management reported no remaining Terex position as of Q2 2016 after selling out during the quarter.
  • NXG Investment Management sold 41,321 Terex shares in Q2 2016, an estimated $1.03M.
  • NXG Investment Management first reported a position in Terex in Q4 2013 and held it in 3 quarters.
  • NXG Investment Management's Terex position peaked at $1.03M in Q1 2016.
  • 252 funds tracked by Wall St. Rank held Terex as of Q2 2016.

Based on NXG Investment Management's 13F filing for Q2 2016, filed 15 Aug 2016.