$TEX icon$

Simon Quick Advisors’s Terex TEX Stock Holding History

Simon Quick Advisors’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 Q1	–	Sell	-300	Closed	-$14K	–	412
2017 Q4	$14K	Hold	300	–	–	0.01%	315
2017 Q3	$14K	Buy	+300	New	+$11.9K	0.01%	393

Other funds holding TEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

MCM

Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Simon Quick Advisors's TEX Position: Q1 2018 in Review

Simon Quick Advisors sold out of Terex (TEX) in Q1 2018, closing a stake of 300 shares — an estimated $14K sold.

Simon Quick Advisors first reported a position in TEX in Q3 2017 and held it in 2 quarters. The position peaked at $14K in Q4 2017. 286 funds tracked by Wall St. Rank hold TEX as of Q1 2018.

Simon Quick Advisors reported no remaining Terex position as of Q1 2018 after selling out during the quarter.
Simon Quick Advisors sold 300 Terex shares in Q1 2018, an estimated $14K.
Simon Quick Advisors first reported a position in Terex in Q3 2017 and held it in 2 quarters.
Simon Quick Advisors's Terex position peaked at $14K in Q4 2017.
286 funds tracked by Wall St. Rank held Terex as of Q1 2018.

Based on Simon Quick Advisors's 13F filing for Q1 2018, filed 7 May 2018.