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Spirit of America Management Corp’s Terex TEX Stock Holding History

Spirit of America Management Corp’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
2015
Q1 		– Sell
-3,000
Closed -$84K – 342
2014
Q4 		$84K Hold
3,000
– – 0.02% 316
2014
Q3 		$95K Hold
3,000
– – 0.03% 316
2014
Q2 		$123K Hold
3,000
– – 0.05% 258
2014
Q1 		$133K Buy
+3,000
New +$126K 0.05% 252
2013
Q4 		– Sell
-5,500
Closed -$185K – 178
2013
Q3 		$185K Buy
+5,500
New +$167K 0.07% 248

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

Spirit of America Management Corp's TEX Position: Q1 2015 in Review

Spirit of America Management Corp sold out of Terex (TEX) in Q1 2015, closing a stake of 3,000 shares — an estimated $84K sold.

Spirit of America Management Corp first reported a position in TEX in Q3 2013 and held it in 5 quarters. The position peaked at $185K in Q3 2013. 291 funds tracked by Wall St. Rank hold TEX as of Q1 2015.

  • Spirit of America Management Corp reported no remaining Terex position as of Q1 2015 after selling out during the quarter.
  • Spirit of America Management Corp sold 3,000 Terex shares in Q1 2015, an estimated $84K.
  • Spirit of America Management Corp first reported a position in Terex in Q3 2013 and held it in 5 quarters.
  • Spirit of America Management Corp's Terex position peaked at $185K in Q3 2013.
  • 291 funds tracked by Wall St. Rank held Terex as of Q1 2015.

Based on Spirit of America Management Corp's 13F filing for Q1 2015, filed 20 Apr 2015.