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Private Wealth Partners’s Terex TEX Stock Holding History

Private Wealth Partners’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
2015
Q3 		– Sell
-14,000
Closed -$325K – 143
2015
Q2 		$325K Hold
14,000
– – 0.07% 117
2015
Q1 		$372K Buy
+14,000
New +$354K 0.09% 118

Other funds holding TEX

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
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Private Wealth Partners's TEX Position: Q3 2015 in Review

Private Wealth Partners sold out of Terex (TEX) in Q3 2015, closing a stake of 14,000 shares — an estimated $325K sold.

Private Wealth Partners first reported a position in TEX in Q1 2015 and held it in 2 quarters. The position peaked at $372K in Q1 2015. 257 funds tracked by Wall St. Rank hold TEX as of Q3 2015.

  • Private Wealth Partners reported no remaining Terex position as of Q3 2015 after selling out during the quarter.
  • Private Wealth Partners sold 14,000 Terex shares in Q3 2015, an estimated $325K.
  • Private Wealth Partners first reported a position in Terex in Q1 2015 and held it in 2 quarters.
  • Private Wealth Partners's Terex position peaked at $372K in Q1 2015.
  • 257 funds tracked by Wall St. Rank held Terex as of Q3 2015.

Based on Private Wealth Partners's 13F filing for Q3 2015, filed 26 Oct 2015.