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Proficio Capital Partners’s Terex TEX Stock Holding History

Proficio Capital 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
2019
Q3 		– Sell
-577
Closed -$18K – 1375
2019
Q2 		$18K Sell
577
-306
-35% -$9.39K 0.01% 732
2019
Q1 		$28K Buy
883
+799
+951% +$25.3K 0.01% 530
2018
Q4 		$2K Sell
84
-72
-46% -$2.3K ﹤0.01% 1043
2018
Q3 		$6K Buy
156
+5
+3% +$203 ﹤0.01% 930
2018
Q2 		$6K Buy
151
+32
+27% +$1.27K ﹤0.01% 961
2018
Q1 		$4K Buy
119
+16
+16% +$694 ﹤0.01% 1043
2017
Q4 		$5K Sell
103
-1
-1% -$46 ﹤0.01% 987
2017
Q3 		$5K Hold
104
– – ﹤0.01% 966
2017
Q2 		$4K Hold
104
– – ﹤0.01% 1010
2017
Q1 		$4K Buy
104
+83
+395% +$2.61K ﹤0.01% 1038
2016
Q4 		$1K Sell
21
-5
-19% -$139 ﹤0.01% 1062
2016
Q3 		$1K Buy
+26
New +$606 ﹤0.01% 1025

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Proficio Capital Partners's TEX Position: Q3 2019 in Review

Proficio Capital Partners sold out of Terex (TEX) in Q3 2019, closing a stake of 577 shares — an estimated $18K sold.

Proficio Capital Partners first reported a position in TEX in Q3 2016 and held it in 12 quarters. The position peaked at $28K in Q1 2019. 241 funds tracked by Wall St. Rank hold TEX as of Q3 2019.

  • Proficio Capital Partners reported no remaining Terex position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 577 Terex shares in Q3 2019, an estimated $18K.
  • Proficio Capital Partners first reported a position in Terex in Q3 2016 and held it in 12 quarters.
  • Proficio Capital Partners's Terex position peaked at $28K in Q1 2019.
  • 241 funds tracked by Wall St. Rank held Terex as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.