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SevenBridge Financial Group’s Terex TEX Stock Holding History

SevenBridge Financial Group’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
Q1 		– Sell
-1,000
Closed -$24K – 665
2016
Q4 		$24K Hold
1,000
– – 0.02% 341
2016
Q3 		$24K Hold
1,000
– – 0.02% 339
2016
Q2 		$20K Buy
+1,000
New +$22.9K 0.01% 412

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

SevenBridge Financial Group's TEX Position: Q1 2017 in Review

SevenBridge Financial Group sold out of Terex (TEX) in Q1 2017, closing a stake of 1,000 shares — an estimated $24K sold.

SevenBridge Financial Group first reported a position in TEX in Q2 2016 and held it in 3 quarters. The position peaked at $24K in Q4 2016. 257 funds tracked by Wall St. Rank hold TEX as of Q1 2017.

  • SevenBridge Financial Group reported no remaining Terex position as of Q1 2017 after selling out during the quarter.
  • SevenBridge Financial Group sold 1,000 Terex shares in Q1 2017, an estimated $24K.
  • SevenBridge Financial Group first reported a position in Terex in Q2 2016 and held it in 3 quarters.
  • SevenBridge Financial Group's Terex position peaked at $24K in Q4 2016.
  • 257 funds tracked by Wall St. Rank held Terex as of Q1 2017.

Based on SevenBridge Financial Group's 13F filing for Q1 2017, filed 15 May 2017.