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Patten Group’s Terex TEX Stock Holding History

Patten Group’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
Q1 		– Sell
-100
Closed -$5K – 604
2017
Q4 		$5K Buy
+100
New +$4.61K ﹤0.01% 539

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Patten Group's TEX Position: Q1 2018 in Review

Patten Group sold out of Terex (TEX) in Q1 2018, closing a stake of 100 shares — an estimated $5K sold.

Patten Group first reported a position in TEX in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 286 funds tracked by Wall St. Rank hold TEX as of Q1 2018.

  • Patten Group reported no remaining Terex position as of Q1 2018 after selling out during the quarter.
  • Patten Group sold 100 Terex shares in Q1 2018, an estimated $5K.
  • Patten Group first reported a position in Terex in Q4 2017 and held it in 1 quarter.
  • Patten Group's Terex position peaked at $5K in Q4 2017.
  • 286 funds tracked by Wall St. Rank held Terex as of Q1 2018.

Based on Patten Group's 13F filing for Q1 2018, filed 11 May 2018.