$TEX icon$

Sound Income Strategies’s Terex TEX Stock Holding History

Sound Income Strategies’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
2019 Q1	–	Sell	-50	Closed	-$1K	–	792
2018 Q4	$1K	Hold	50	–	–	﹤0.01%	625
2018 Q3	$2K	Buy	+50	New	+$2.03K	﹤0.01%	567

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

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

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

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

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Sound Income Strategies's TEX Position: Q1 2019 in Review

Sound Income Strategies sold out of Terex (TEX) in Q1 2019, closing a stake of 50 shares — an estimated $1K sold.

Sound Income Strategies first reported a position in TEX in Q3 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 277 funds tracked by Wall St. Rank hold TEX as of Q1 2019.

Sound Income Strategies reported no remaining Terex position as of Q1 2019 after selling out during the quarter.
Sound Income Strategies sold 50 Terex shares in Q1 2019, an estimated $1K.
Sound Income Strategies first reported a position in Terex in Q3 2018 and held it in 2 quarters.
Sound Income Strategies's Terex position peaked at $2K in Q3 2018.
277 funds tracked by Wall St. Rank held Terex as of Q1 2019.

Based on Sound Income Strategies's 13F filing for Q1 2019, filed 4 Apr 2019.