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Oakbrook Investments’s Terex TEX Stock Holding History

Oakbrook Investments’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
-7,100
Closed -$320K – 619
2017
Q3 		$320K Buy
+7,100
New +$281K 0.02% 426
2017
Q2 		– Sell
-8,510
Closed -$267K – 578
2017
Q1 		$267K Sell
8,510
-1,400
-14% -$44K 0.02% 455
2016
Q4 		$312K Sell
9,910
-90
-0.9% -$2.5K 0.02% 452
2016
Q3 		$254K Buy
+10,000
New +$233K 0.02% 489
2015
Q3 		– Sell
-9,500
Closed -$221K – 565
2015
Q2 		$221K Buy
+9,500
New +$251K 0.01% 502

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

Oakbrook Investments's TEX Position: Q4 2017 in Review

Oakbrook Investments sold out of Terex (TEX) in Q4 2017, closing a stake of 7,100 shares — an estimated $320K sold.

Oakbrook Investments first reported a position in TEX in Q2 2015 and held it in 5 quarters. The position peaked at $320K in Q3 2017. 313 funds tracked by Wall St. Rank hold TEX as of Q4 2017.

  • Oakbrook Investments reported no remaining Terex position as of Q4 2017 after selling out during the quarter.
  • Oakbrook Investments sold 7,100 Terex shares in Q4 2017, an estimated $320K.
  • Oakbrook Investments first reported a position in Terex in Q2 2015 and held it in 5 quarters.
  • Oakbrook Investments's Terex position peaked at $320K in Q3 2017.
  • 313 funds tracked by Wall St. Rank held Terex as of Q4 2017.

Based on Oakbrook Investments's 13F filing for Q4 2017, filed 18 Jan 2018.