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Wright Investors Service’s Terex TEX Stock Holding History

Wright Investors Service’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
2014
Q4 		– Sell
-11,190
Closed -$356K – 229
2014
Q3 		$356K Sell
11,190
-1,160
-9% -$42.4K 0.18% 158
2014
Q2 		$508K Sell
12,350
-1,468
-11% -$59.7K 0.23% 136
2014
Q1 		$612K Buy
13,818
+575
+4% +$24.2K 0.28% 122
2013
Q4 		$556K Buy
13,243
+5,652
+74% +$205K 0.25% 127
2013
Q3 		$255K Sell
7,591
-1,712
-18% -$51.9K 0.12% 197
2013
Q2 		$245K Buy
+9,303
New +$287K 0.12% 194

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wright Investors Service's TEX Position: Q4 2014 in Review

Wright Investors Service sold out of Terex (TEX) in Q4 2014, closing a stake of 11,190 shares — an estimated $356K sold.

Wright Investors Service first reported a position in TEX in Q2 2013 and held it in 6 quarters. The position peaked at $612K in Q1 2014. 303 funds tracked by Wall St. Rank hold TEX as of Q4 2014.

  • Wright Investors Service reported no remaining Terex position as of Q4 2014 after selling out during the quarter.
  • Wright Investors Service sold 11,190 Terex shares in Q4 2014, an estimated $356K.
  • Wright Investors Service first reported a position in Terex in Q2 2013 and held it in 6 quarters.
  • Wright Investors Service's Terex position peaked at $612K in Q1 2014.
  • 303 funds tracked by Wall St. Rank held Terex as of Q4 2014.

Based on Wright Investors Service's 13F filing for Q4 2014, filed 4 Feb 2015.