SC
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Scotia Capital’s Terex TEX Stock Holding History

Scotia 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
2018
Q3 		– Sell
-8,440
Closed -$313K – 766
2018
Q2 		$313K Hold
8,440
– – ﹤0.01% 577
2018
Q1 		$316K Sell
8,440
-233
-3% -$10.1K ﹤0.01% 595
2017
Q4 		$418K Buy
8,673
+2,009
+30% +$92.5K 0.01% 562
2017
Q3 		$300K Buy
+6,664
New +$264K ﹤0.01% 601

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 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
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Scotia Capital's TEX Position: Q3 2018 in Review

Scotia Capital sold out of Terex (TEX) in Q3 2018, closing a stake of 8,440 shares — an estimated $313K sold.

Scotia Capital first reported a position in TEX in Q3 2017 and held it in 4 quarters. The position peaked at $418K in Q4 2017. 297 funds tracked by Wall St. Rank hold TEX as of Q3 2018.

  • Scotia Capital reported no remaining Terex position as of Q3 2018 after selling out during the quarter.
  • Scotia Capital sold 8,440 Terex shares in Q3 2018, an estimated $313K.
  • Scotia Capital first reported a position in Terex in Q3 2017 and held it in 4 quarters.
  • Scotia Capital's Terex position peaked at $418K in Q4 2017.
  • 297 funds tracked by Wall St. Rank held Terex as of Q3 2018.

Based on Scotia Capital's 13F filing for Q3 2018, filed 14 Nov 2018.