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RegentAtlantic Capital’s Terex TEX Stock Holding History

RegentAtlantic Capital’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
Q1 		– Sell
-4,056
Closed -$113K – 882
2014
Q4 		$113K Sell
4,056
-2,750
-40% -$78.6K 0.01% 441
2014
Q3 		$216K Buy
+6,806
New +$249K 0.02% 342

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

RegentAtlantic Capital's TEX Position: Q1 2015 in Review

RegentAtlantic Capital sold out of Terex (TEX) in Q1 2015, closing a stake of 4,056 shares — an estimated $113K sold.

RegentAtlantic Capital first reported a position in TEX in Q3 2014 and held it in 2 quarters. The position peaked at $216K in Q3 2014. 291 funds tracked by Wall St. Rank hold TEX as of Q1 2015.

  • RegentAtlantic Capital reported no remaining Terex position as of Q1 2015 after selling out during the quarter.
  • RegentAtlantic Capital sold 4,056 Terex shares in Q1 2015, an estimated $113K.
  • RegentAtlantic Capital first reported a position in Terex in Q3 2014 and held it in 2 quarters.
  • RegentAtlantic Capital's Terex position peaked at $216K in Q3 2014.
  • 291 funds tracked by Wall St. Rank held Terex as of Q1 2015.

Based on RegentAtlantic Capital's 13F filing for Q1 2015, filed 27 Apr 2015.