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WFG Advisors’s Terex TEX Stock Holding History

WFG 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
2017
Q2 		$4K Hold
100
– – ﹤0.01% 1343
2017
Q1 		$3K Hold
100
– – ﹤0.01% 1293
2016
Q4 		$3K Buy
+100
New +$2.77K ﹤0.01% 1374

Other funds holding TEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

WFG Advisors's TEX Position: Q2 2017 in Review

WFG Advisors held its Terex (TEX) position steady in Q2 2017 at 100 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

WFG Advisors first reported a position in TEX in Q4 2016 and has held it in 3 quarters since. 245 funds tracked by Wall St. Rank hold TEX as of Q2 2017.

  • WFG Advisors held 100 shares of Terex worth $4K as of Q2 2017.
  • WFG Advisors left its Terex share count unchanged in Q2 2017.
  • Terex made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1343 holding.
  • WFG Advisors first reported a position in Terex in Q4 2016 and has held it in 3 quarters since.
  • 245 funds tracked by Wall St. Rank held Terex as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.