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Placemark Investments’s Terex TEX Stock Holding History

Placemark Investments’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
2014
Q4 		$404K Buy
14,559
+3,069
+27% +$87.8K 0.01% 1278
2014
Q3 		$364K Sell
11,490
-2,377
-17% -$86.9K 0.01% 1309
2014
Q2 		$567K Sell
13,867
-1,906
-12% -$77.5K 0.01% 1133
2014
Q1 		$696K Sell
15,773
-3,452
-18% -$145K 0.01% 968
2013
Q4 		$802K Sell
19,225
-827
-4% -$30K 0.01% 943
2013
Q3 		$669K Sell
20,052
-20
-0.1% -$606 0.01% 970
2013
Q2 		$527K Buy
+20,072
New +$620K 0.01% 1012

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Placemark Investments's TEX Position: Q4 2014 in Review

Placemark Investments increased its Terex (TEX) stake by 27% in Q4 2014, buying an estimated $87.8K and bringing the position to 14,559 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #1278.

Placemark Investments first reported a position in TEX in Q2 2013 and has held it in 7 quarters since. The position peaked at $802K in Q4 2013. 303 funds tracked by Wall St. Rank hold TEX as of Q4 2014.

  • Placemark Investments held 14,559 shares of Terex worth $404K as of Q4 2014.
  • Placemark Investments bought 3,069 Terex shares in Q4 2014, an estimated $87.8K.
  • Terex made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1278 holding.
  • Placemark Investments first reported a position in Terex in Q2 2013 and has held it in 7 quarters since.
  • Placemark Investments's Terex position peaked at $802K in Q4 2013.
  • 303 funds tracked by Wall St. Rank held Terex as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.