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Optimum Investment Advisors’s Terex TEX Stock Holding History

Optimum Investment 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
2019
Q2 		– Sell
-1,200
Closed -$39K – 1001
2019
Q1 		$39K Buy
+1,200
New +$38.1K 0.01% 558
2014
Q4 		– Sell
-2,000
Closed -$64K – 1019
2014
Q3 		$64K Buy
+2,000
New +$73.1K 0.02% 422

Other funds holding TEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Optimum Investment Advisors's TEX Position: Q2 2019 in Review

Optimum Investment Advisors sold out of Terex (TEX) in Q2 2019, closing a stake of 1,200 shares — an estimated $39K sold.

Optimum Investment Advisors first reported a position in TEX in Q3 2014 and held it in 2 quarters. The position peaked at $64K in Q3 2014. 251 funds tracked by Wall St. Rank hold TEX as of Q2 2019.

  • Optimum Investment Advisors reported no remaining Terex position as of Q2 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,200 Terex shares in Q2 2019, an estimated $39K.
  • Optimum Investment Advisors first reported a position in Terex in Q3 2014 and held it in 2 quarters.
  • Optimum Investment Advisors's Terex position peaked at $64K in Q3 2014.
  • 251 funds tracked by Wall St. Rank held Terex as of Q2 2019.

Based on Optimum Investment Advisors's 13F filing for Q2 2019, filed 29 Jul 2019.