$TEX icon$

YorkBridge Wealth Partners’s Terex TEX Stock Holding History

YorkBridge Wealth Partners’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	-300	Closed	-$13K	–	839
2018 Q2	$13K	Hold	300	–	–	0.01%	595
2018 Q1	$11K	Hold	300	–	–	0.01%	606
2017 Q4	$13K	Sell	300 -300	-50%	-$13.8K	0.01%	607
2017 Q3	$27K	Hold	600	–	–	0.01%	458
2017 Q2	$22K	Hold	600	–	–	0.01%	488
2017 Q1	$21K	Hold	600	–	–	0.01%	500
2016 Q4	$19K	Buy	+600	New	+$16.6K	0.01%	482

Other funds holding TEX

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

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

YorkBridge Wealth Partners's TEX Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of Terex (TEX) in Q3 2018, closing a stake of 300 shares — an estimated $13K sold.

YorkBridge Wealth Partners first reported a position in TEX in Q4 2016 and held it in 7 quarters. The position peaked at $27K in Q3 2017. 297 funds tracked by Wall St. Rank hold TEX as of Q3 2018.

YorkBridge Wealth Partners reported no remaining Terex position as of Q3 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 300 Terex shares in Q3 2018, an estimated $13K.
YorkBridge Wealth Partners first reported a position in Terex in Q4 2016 and held it in 7 quarters.
YorkBridge Wealth Partners's Terex position peaked at $27K in Q3 2017.
297 funds tracked by Wall St. Rank held Terex as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.