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OFI Advisors’s Terex TEX Stock Holding History

OFI Advisors’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 		$1.06M Buy
58,961
+3,060
+5% +$66.7K 0.07% 339
2015
Q2 		$1.3M Buy
55,901
+6,773
+14% +$179K 0.08% 293
2015
Q1 		$1.31M Buy
49,128
+6,612
+16% +$167K 0.08% 277
2014
Q4 		$1.19M Buy
42,516
+4,518
+12% +$129K 0.08% 281
2014
Q3 		$1.21M Buy
37,998
+7,402
+24% +$271K 0.09% 240
2014
Q2 		$1.26M Buy
30,596
+5,048
+20% +$205K 0.09% 224
2014
Q1 		$1.13M Buy
25,548
+1,378
+6% +$57.9K 0.09% 233
2013
Q4 		$1.01M Buy
24,170
+678
+3% +$24.6K 0.08% 255
2013
Q3 		$789K Sell
23,492
-986
-4% -$29.9K 0.08% 276
2013
Q2 		$644K Buy
+24,478
New +$756K 0.07% 299

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

OFI Advisors's TEX Position: Q3 2015 in Review

OFI Advisors increased its Terex (TEX) stake by 5.5% in Q3 2015, buying an estimated $66.7K and bringing the position to 58,961 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #339.

OFI Advisors first reported a position in TEX in Q2 2013 and has held it in 10 quarters since. The position peaked at $1.31M in Q1 2015. 257 funds tracked by Wall St. Rank hold TEX as of Q3 2015.

  • OFI Advisors held 58,961 shares of Terex worth $1.06M as of Q3 2015.
  • OFI Advisors bought 3,060 Terex shares in Q3 2015, an estimated $66.7K.
  • Terex made up 0.07% of OFI Advisors's portfolio in Q3 2015, its #339 holding.
  • OFI Advisors first reported a position in Terex in Q2 2013 and has held it in 10 quarters since.
  • OFI Advisors's Terex position peaked at $1.31M in Q1 2015.
  • 257 funds tracked by Wall St. Rank held Terex as of Q3 2015.

Based on OFI Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.