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Winch Advisory Services’s Terex TEX Stock Holding History

Winch Advisory Services’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
Q3 		– Sell
-579
Closed -$24K – 345
2018
Q2 		$24K Buy
579
+2
+0.3% +$79 0.01% 141
2018
Q1 		$22K Buy
577
+1
+0.2% +$43 0.01% 147
2017
Q4 		$28K Buy
+576
New +$26.5K 0.02% 135

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Winch Advisory Services's TEX Position: Q3 2018 in Review

Winch Advisory Services sold out of Terex (TEX) in Q3 2018, closing a stake of 579 shares — an estimated $24K sold.

Winch Advisory Services first reported a position in TEX in Q4 2017 and held it in 3 quarters. The position peaked at $28K in Q4 2017. 296 funds tracked by Wall St. Rank hold TEX as of Q3 2018.

  • Winch Advisory Services reported no remaining Terex position as of Q3 2018 after selling out during the quarter.
  • Winch Advisory Services sold 579 Terex shares in Q3 2018, an estimated $24K.
  • Winch Advisory Services first reported a position in Terex in Q4 2017 and held it in 3 quarters.
  • Winch Advisory Services's Terex position peaked at $28K in Q4 2017.
  • 296 funds tracked by Wall St. Rank held Terex as of Q3 2018.

Based on Winch Advisory Services's 13F filing for Q3 2018, filed 13 Nov 2018.