$TEX icon$

SRH Advisors’s Terex TEX Stock Holding History

SRH 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
2014 Q3	–	Sell	-29	Closed	-$1K	–	257
2014 Q2	$1K	Hold	29	–	–	0.01%	143
2014 Q1	$1K	Hold	29	–	–	0.01%	142
2013 Q4	$1K	Buy	+29	New	+$1.05K	0.01%	146

Other funds holding TEX

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PCM

Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

SRH Advisors's TEX Position: Q3 2014 in Review

SRH Advisors sold out of Terex (TEX) in Q3 2014, closing a stake of 29 shares — an estimated $1K sold.

SRH Advisors first reported a position in TEX in Q4 2013 and held it in 3 quarters. The position peaked at $1K in Q2 2014. 301 funds tracked by Wall St. Rank hold TEX as of Q3 2014.

SRH Advisors reported no remaining Terex position as of Q3 2014 after selling out during the quarter.
SRH Advisors sold 29 Terex shares in Q3 2014, an estimated $1K.
SRH Advisors first reported a position in Terex in Q4 2013 and held it in 3 quarters.
SRH Advisors's Terex position peaked at $1K in Q2 2014.
301 funds tracked by Wall St. Rank held Terex as of Q3 2014.

Based on SRH Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.