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Wilbanks Smith & Thomas Asset Management’s Terex TEX Stock Holding History

Wilbanks Smith & Thomas Asset 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
-70
Closed -$3K – 1212
2018
Q3 		$3K Buy
+70
New +$2.85K ﹤0.01% 1342

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's TEX Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Terex (TEX) in Q4 2018, closing a stake of 70 shares — an estimated $3K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in TEX in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 256 funds tracked by Wall St. Rank hold TEX as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Terex position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 70 Terex shares in Q4 2018, an estimated $3K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Terex in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Terex position peaked at $3K in Q3 2018.
  • 256 funds tracked by Wall St. Rank held Terex as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.