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SignalPoint Asset Management’s Terex TEX Stock Holding History

SignalPoint Asset Management’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
Q4 		– Sell
-14,038
Closed -$560K – 218
2018
Q3 		$560K Sell
14,038
-2,582
-16% -$105K 0.25% 103
2018
Q2 		$701K Sell
16,620
-659
-4% -$26.2K 0.33% 87
2018
Q1 		$646K Buy
17,279
+1,720
+11% +$74.6K 0.31% 97
2017
Q4 		$750K Buy
+15,559
New +$716K 0.36% 81

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SignalPoint Asset Management's TEX Position: Q4 2018 in Review

SignalPoint Asset Management sold out of Terex (TEX) in Q4 2018, closing a stake of 14,038 shares — an estimated $560K sold.

SignalPoint Asset Management first reported a position in TEX in Q4 2017 and held it in 4 quarters. The position peaked at $750K in Q4 2017. 256 funds tracked by Wall St. Rank hold TEX as of Q4 2018.

  • SignalPoint Asset Management reported no remaining Terex position as of Q4 2018 after selling out during the quarter.
  • SignalPoint Asset Management sold 14,038 Terex shares in Q4 2018, an estimated $560K.
  • SignalPoint Asset Management first reported a position in Terex in Q4 2017 and held it in 4 quarters.
  • SignalPoint Asset Management's Terex position peaked at $750K in Q4 2017.
  • 256 funds tracked by Wall St. Rank held Terex as of Q4 2018.

Based on SignalPoint Asset Management's 13F filing for Q4 2018, filed 22 Jan 2019.