$TEX icon$

Triangle Securities Wealth Management’s Terex TEX Stock Holding History

Triangle Securities Wealth Management’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	-5,523	Closed	-$220K	–	145
2018 Q3	$220K	Hold	5,523	–	–	0.12%	135
2018 Q2	$233K	Hold	5,523	–	–	0.13%	133
2018 Q1	$207K	Sell	5,523 -2,700	-33%	-$117K	0.12%	133
2017 Q4	$397K	Hold	8,223	–	–	0.23%	104
2017 Q3	$370K	Hold	8,223	–	–	0.22%	106
2017 Q2	$308K	Hold	8,223	–	–	0.2%	107
2017 Q1	$258K	Sell	8,223 -300	-4%	-$9.42K	0.16%	116
2016 Q4	$269K	Hold	8,523	–	–	0.18%	110
2016 Q3	$217K	Buy	+8,523	New	+$199K	0.15%	118
2016 Q2	–	Sell	-8,523	Closed	-$212K	–	131
2016 Q1	$212K	Buy	+8,523	New	+$178K	0.14%	128
2015 Q4	–	Sell	-10,348	Closed	-$186K	–	134
2015 Q3	$186K	Sell	10,348 -1,445	-12%	-$31.5K	0.14%	131
2015 Q2	$274K	Sell	11,793 -102	-0.9%	-$2.69K	0.19%	115
2015 Q1	$316K	Sell	11,895 -2,220	-16%	-$56.1K	0.22%	108
2014 Q4	$394K	Sell	14,115 -4,665	-25%	-$133K	0.28%	90
2014 Q3	$597K	Hold	18,780	–	–	0.46%	74
2014 Q2	$772K	Buy	18,780 +705	+4%	+$28.7K	0.59%	63
2014 Q1	$622K	Buy	18,075 +240	+1%	+$10.1K	0.56%	62
2013 Q4	$749K	Sell	17,835 -750	-4%	-$27.2K	0.61%	62
2013 Q3	$624K	Hold	18,585	–	–	0.54%	67
2013 Q2	$489K	Buy	+18,585	New	+$574K	0.36%	75

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

TCIM

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

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Triangle Securities Wealth Management's TEX Position: Q4 2018 in Review

Triangle Securities Wealth Management sold out of Terex (TEX) in Q4 2018, closing a stake of 5,523 shares — an estimated $220K sold.

Triangle Securities Wealth Management first reported a position in TEX in Q2 2013 and held it in 20 quarters. The position peaked at $772K in Q2 2014. 256 funds tracked by Wall St. Rank hold TEX as of Q4 2018.

Triangle Securities Wealth Management reported no remaining Terex position as of Q4 2018 after selling out during the quarter.
Triangle Securities Wealth Management sold 5,523 Terex shares in Q4 2018, an estimated $220K.
Triangle Securities Wealth Management first reported a position in Terex in Q2 2013 and held it in 20 quarters.
Triangle Securities Wealth Management's Terex position peaked at $772K in Q2 2014.
256 funds tracked by Wall St. Rank held Terex as of Q4 2018.

Based on Triangle Securities Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.