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Partner Investment Management’s Terex TEX Stock Holding History

Partner 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
2017
Q2 		– Sell
-3,681
Closed -$116K – 107
2017
Q1 		$116K Sell
3,681
-6,062
-62% -$190K 0.14% 88
2016
Q4 		$307K Buy
+9,743
New +$270K 0.41% 69
2014
Q3 		– Sell
-113,751
Closed -$4.67M – 69
2014
Q2 		$4.67M Sell
113,751
-56,804
-33% -$2.31M 0.94% 36
2014
Q1 		$7.56M Buy
+170,555
New +$7.17M 1.39% 28
2013
Q4 		– Sell
-131,123
Closed -$4.41M – 73
2013
Q3 		$4.41M Buy
+131,123
New +$3.97M 1.17% 27

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
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
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 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
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

Partner Investment Management's TEX Position: Q2 2017 in Review

Partner Investment Management sold out of Terex (TEX) in Q2 2017, closing a stake of 3,681 shares — an estimated $116K sold.

Partner Investment Management first reported a position in TEX in Q3 2013 and held it in 5 quarters. The position peaked at $7.56M in Q1 2014. 245 funds tracked by Wall St. Rank hold TEX as of Q2 2017.

  • Partner Investment Management reported no remaining Terex position as of Q2 2017 after selling out during the quarter.
  • Partner Investment Management sold 3,681 Terex shares in Q2 2017, an estimated $116K.
  • Partner Investment Management first reported a position in Terex in Q3 2013 and held it in 5 quarters.
  • Partner Investment Management's Terex position peaked at $7.56M in Q1 2014.
  • 245 funds tracked by Wall St. Rank held Terex as of Q2 2017.

Based on Partner Investment Management's 13F filing for Q2 2017, filed 14 Aug 2017.