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Wealthfront’s Terex TEX Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-398
Closed -$7K – 968
2015
Q3 		$7K Buy
398
+201
+102% +$4.38K ﹤0.01% 1057
2015
Q2 		$5K Sell
197
-140
-42% -$3.69K ﹤0.01% 1057
2015
Q1 		$9K Buy
337
+335
+16,750% +$8.46K ﹤0.01% 660
2014
Q4 		$0 Buy
+2
New +$57 ﹤0.01% 974

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Wealthfront's TEX Position: Q4 2015 in Review

Wealthfront sold out of Terex (TEX) in Q4 2015, closing a stake of 398 shares — an estimated $7K sold.

Wealthfront first reported a position in TEX in Q4 2014 and held it in 4 quarters. The position peaked at $9K in Q1 2015. 251 funds tracked by Wall St. Rank hold TEX as of Q4 2015.

  • Wealthfront reported no remaining Terex position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 398 Terex shares in Q4 2015, an estimated $7K.
  • Wealthfront first reported a position in Terex in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Terex position peaked at $9K in Q1 2015.
  • 251 funds tracked by Wall St. Rank held Terex as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.