$TEX icon$

YHB Investment Advisors’s Terex TEX Stock Holding History

YHB Investment 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
2015 Q1	–	Sell	-7,514	Closed	-$209K	–	170
2014 Q4	$209K	Hold	7,514	–	–	0.05%	154
2014 Q3	$239K	Hold	7,514	–	–	0.06%	142
2014 Q2	$309K	Hold	7,514	–	–	0.07%	132
2014 Q1	$333K	Hold	7,514	–	–	0.08%	130
2013 Q4	$316K	Hold	7,514	–	–	0.08%	129
2013 Q3	$252K	Buy	+7,514	New	+$228K	0.07%	134

Other funds holding TEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GAM

Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

YHB Investment Advisors's TEX Position: Q1 2015 in Review

YHB Investment Advisors sold out of Terex (TEX) in Q1 2015, closing a stake of 7,514 shares — an estimated $209K sold.

YHB Investment Advisors first reported a position in TEX in Q3 2013 and held it in 6 quarters. The position peaked at $333K in Q1 2014. 291 funds tracked by Wall St. Rank hold TEX as of Q1 2015.

YHB Investment Advisors reported no remaining Terex position as of Q1 2015 after selling out during the quarter.
YHB Investment Advisors sold 7,514 Terex shares in Q1 2015, an estimated $209K.
YHB Investment Advisors first reported a position in Terex in Q3 2013 and held it in 6 quarters.
YHB Investment Advisors's Terex position peaked at $333K in Q1 2014.
291 funds tracked by Wall St. Rank held Terex as of Q1 2015.

Based on YHB Investment Advisors's 13F filing for Q1 2015, filed 20 Apr 2015.