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Pathway Financial Advisors’s Terex TEX Stock Holding History

Pathway Financial 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
2018
Q3 		– Sell
-150
Closed -$6K – 353
2018
Q2 		$6K Hold
150
– – ﹤0.01% 382
2018
Q1 		$6K Hold
150
– – ﹤0.01% 400
2017
Q4 		$7K Buy
+150
New +$6.91K ﹤0.01% 400

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
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Pathway Financial Advisors's TEX Position: Q3 2018 in Review

Pathway Financial Advisors sold out of Terex (TEX) in Q3 2018, closing a stake of 150 shares — an estimated $6K sold.

Pathway Financial Advisors first reported a position in TEX in Q4 2017 and held it in 3 quarters. The position peaked at $7K in Q4 2017. 297 funds tracked by Wall St. Rank hold TEX as of Q3 2018.

  • Pathway Financial Advisors reported no remaining Terex position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 150 Terex shares in Q3 2018, an estimated $6K.
  • Pathway Financial Advisors first reported a position in Terex in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's Terex position peaked at $7K in Q4 2017.
  • 297 funds tracked by Wall St. Rank held Terex as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.