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WealthPLAN Partners’s Terex TEX Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-100
Closed -$1.02K – 1070
2016
Q2 		$1.02K Buy
+100
New +$2.29K ﹤0.01% 2329
2015
Q4 		$924 Buy
+50
New +$988 ﹤0.01% 1554

Other funds holding TEX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WealthPLAN Partners's TEX Position: Q3 2016 in Review

WealthPLAN Partners sold out of Terex (TEX) in Q3 2016, closing a stake of 100 shares — an estimated $1.02K sold.

WealthPLAN Partners first reported a position in TEX in Q4 2015 and held it in 2 quarters. The position peaked at $1.02K in Q2 2016. 236 funds tracked by Wall St. Rank hold TEX as of Q3 2016.

  • WealthPLAN Partners reported no remaining Terex position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 100 Terex shares in Q3 2016, an estimated $1.02K.
  • WealthPLAN Partners first reported a position in Terex in Q4 2015 and held it in 2 quarters.
  • WealthPLAN Partners's Terex position peaked at $1.02K in Q2 2016.
  • 236 funds tracked by Wall St. Rank held Terex as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.