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Obermeyer Wealth Partners’s Terex TEX Stock Holding History

Obermeyer Wealth Partners’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
2013
Q3 		– Sell
-1,260
Closed -$33K – 257
2013
Q2 		$33K Buy
+1,260
New +$38.9K 0.01% 154

Other funds holding TEX

PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Obermeyer Wealth Partners's TEX Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of Terex (TEX) in Q3 2013, closing a stake of 1,260 shares — an estimated $33K sold.

Obermeyer Wealth Partners first reported a position in TEX in Q2 2013 and held it in 1 quarter. The position peaked at $33K in Q2 2013. 300 funds tracked by Wall St. Rank hold TEX as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Terex position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 1,260 Terex shares in Q3 2013, an estimated $33K.
  • Obermeyer Wealth Partners first reported a position in Terex in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Terex position peaked at $33K in Q2 2013.
  • 300 funds tracked by Wall St. Rank held Terex as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.