$TEX icon$

Summit Trail Advisors’s Terex TEX Stock Holding History

Summit Trail 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	-4,778	Closed	-$235K	–	1526
2017 Q4	$235K	Buy	+4,778	New	+$220K	0.03%	378

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

Summit Trail Advisors's TEX Position: Q1 2018 in Review

Summit Trail Advisors sold out of Terex (TEX) in Q1 2018, closing a stake of 4,778 shares — an estimated $235K sold.

Summit Trail Advisors first reported a position in TEX in Q4 2017 and held it in 1 quarter. The position peaked at $235K in Q4 2017. 286 funds tracked by Wall St. Rank hold TEX as of Q1 2018.

Summit Trail Advisors reported no remaining Terex position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 4,778 Terex shares in Q1 2018, an estimated $235K.
Summit Trail Advisors first reported a position in Terex in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Terex position peaked at $235K in Q4 2017.
286 funds tracked by Wall St. Rank held Terex as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.