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Squar Milner Financial Services’s Terex TEX Stock Holding History

Squar Milner Financial Services’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
-104
Closed -$4K – 772
2018
Q3 		$4K Hold
104
– – ﹤0.01% 660
2018
Q2 		$4K Buy
+104
New +$4.13K ﹤0.01% 752

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $29.7B AUM 43.33% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Squar Milner Financial Services's TEX Position: Q4 2018 in Review

Squar Milner Financial Services sold out of Terex (TEX) in Q4 2018, closing a stake of 104 shares — an estimated $4K sold.

Squar Milner Financial Services first reported a position in TEX in Q2 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 256 funds tracked by Wall St. Rank hold TEX as of Q4 2018.

  • Squar Milner Financial Services reported no remaining Terex position as of Q4 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 104 Terex shares in Q4 2018, an estimated $4K.
  • Squar Milner Financial Services first reported a position in Terex in Q2 2018 and held it in 2 quarters.
  • Squar Milner Financial Services's Terex position peaked at $4K in Q3 2018.
  • 256 funds tracked by Wall St. Rank held Terex as of Q4 2018.

Based on Squar Milner Financial Services's 13F filing for Q4 2018, filed 13 Feb 2019.