ZB
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Zions Bancorporation’s Terex TEX Stock Holding History

Zions Bancorporation’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
2017
Q4 		– Sell
-486
Closed -$22K – 937
2017
Q3 		$22K Buy
+486
New +$19.2K ﹤0.01% 720
2015
Q4 		– Sell
-61
Closed -$1K – 887
2015
Q3 		$1K Buy
+61
New +$1.33K ﹤0.01% 820
2015
Q2 		– Sell
-61
Closed -$2K – 689
2015
Q1 		$2K Buy
+61
New +$1.54K ﹤0.01% 810

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Zions Bancorporation's TEX Position: Q4 2017 in Review

Zions Bancorporation sold out of Terex (TEX) in Q4 2017, closing a stake of 486 shares — an estimated $22K sold.

Zions Bancorporation first reported a position in TEX in Q1 2015 and held it in 3 quarters. The position peaked at $22K in Q3 2017. 313 funds tracked by Wall St. Rank hold TEX as of Q4 2017.

  • Zions Bancorporation reported no remaining Terex position as of Q4 2017 after selling out during the quarter.
  • Zions Bancorporation sold 486 Terex shares in Q4 2017, an estimated $22K.
  • Zions Bancorporation first reported a position in Terex in Q1 2015 and held it in 3 quarters.
  • Zions Bancorporation's Terex position peaked at $22K in Q3 2017.
  • 313 funds tracked by Wall St. Rank held Terex as of Q4 2017.

Based on Zions Bancorporation's 13F filing for Q4 2017, filed 14 Feb 2018.