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Rational Advisors’s Terex TEX Stock Holding History

Rational 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
2017
Q2 		– Sell
-1,800
Closed -$57K – 350
2017
Q1 		$57K Sell
1,800
-1,000
-36% -$31.4K 0.04% 195
2016
Q4 		$88K Buy
+2,800
New +$77.7K 0.08% 168
2013
Q4 		$108K Sell
2,572
-290
-10% -$10.5K 0.01% 603
2013
Q3 		$96K Sell
2,862
-54
-2% -$1.64K 0.01% 669
2013
Q2 		$77K Buy
+2,916
New +$90K 0.01% 690

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
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
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Rational Advisors's TEX Position: Q2 2017 in Review

Rational Advisors sold out of Terex (TEX) in Q2 2017, closing a stake of 1,800 shares — an estimated $57K sold.

Rational Advisors first reported a position in TEX in Q2 2013 and held it in 5 quarters. The position peaked at $108K in Q4 2013. 245 funds tracked by Wall St. Rank hold TEX as of Q2 2017.

  • Rational Advisors reported no remaining Terex position as of Q2 2017 after selling out during the quarter.
  • Rational Advisors sold 1,800 Terex shares in Q2 2017, an estimated $57K.
  • Rational Advisors first reported a position in Terex in Q2 2013 and held it in 5 quarters.
  • Rational Advisors's Terex position peaked at $108K in Q4 2013.
  • 245 funds tracked by Wall St. Rank held Terex as of Q2 2017.

Based on Rational Advisors's 13F filing for Q2 2017, filed 2 Aug 2017.