TI
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Turner Investments’s Terex TEX Stock Holding History

Turner Investments’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
2016
Q2 		– Sell
-22,000
Closed -$547K – 238
2016
Q1 		$547K Buy
+22,000
New +$461K 0.15% 153
2013
Q4 		– Sell
-45,740
Closed -$1.54M – 647
2013
Q3 		$1.54M Buy
+45,740
New +$1.39M 0.03% 451

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Turner Investments's TEX Position: Q2 2016 in Review

Turner Investments sold out of Terex (TEX) in Q2 2016, closing a stake of 22,000 shares — an estimated $547K sold.

Turner Investments first reported a position in TEX in Q3 2013 and held it in 2 quarters. The position peaked at $1.54M in Q3 2013. 252 funds tracked by Wall St. Rank hold TEX as of Q2 2016.

  • Turner Investments reported no remaining Terex position as of Q2 2016 after selling out during the quarter.
  • Turner Investments sold 22,000 Terex shares in Q2 2016, an estimated $547K.
  • Turner Investments first reported a position in Terex in Q3 2013 and held it in 2 quarters.
  • Turner Investments's Terex position peaked at $1.54M in Q3 2013.
  • 252 funds tracked by Wall St. Rank held Terex as of Q2 2016.

Based on Turner Investments's 13F filing for Q2 2016, filed 5 Aug 2016.