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Rockefeller Financial Services’s Terex TEX Stock Holding History

Rockefeller Financial Services’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
Q3 		– Sell
-22
Closed -$1K – 579
2014
Q2 		$1K Buy
+22
New +$894 ﹤0.01% 593

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Rockefeller Financial Services's TEX Position: Q3 2014 in Review

Rockefeller Financial Services sold out of Terex (TEX) in Q3 2014, closing a stake of 22 shares — an estimated $1K sold.

Rockefeller Financial Services first reported a position in TEX in Q2 2014 and held it in 1 quarter. The position peaked at $1K in Q2 2014. 301 funds tracked by Wall St. Rank hold TEX as of Q3 2014.

  • Rockefeller Financial Services reported no remaining Terex position as of Q3 2014 after selling out during the quarter.
  • Rockefeller Financial Services sold 22 Terex shares in Q3 2014, an estimated $1K.
  • Rockefeller Financial Services first reported a position in Terex in Q2 2014 and held it in 1 quarter.
  • Rockefeller Financial Services's Terex position peaked at $1K in Q2 2014.
  • 301 funds tracked by Wall St. Rank held Terex as of Q3 2014.

Based on Rockefeller Financial Services's 13F filing for Q3 2014, filed 5 Nov 2014.