EWM
AREX

Evercore Wealth Management’s Approach Resources Inc. AREX Stock Holding History

Evercore Wealth Management’s Portfolio AREX Stock Details AREX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,800
Closed -$3K – 1036
2015
Q4 		$3K Buy
+1,800
New +$4.04K ﹤0.01% 970

Other funds holding AREX

First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
LC
Lubar & Co Milwaukee, Wisconsin $119M AUM
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

Evercore Wealth Management's AREX Position: Q1 2016 in Review

Evercore Wealth Management sold out of Approach Resources Inc. (AREX) in Q1 2016, closing a stake of 1,800 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in AREX in Q4 2015 and held it in 1 quarter. The position peaked at $3K in Q4 2015. 74 funds tracked by Wall St. Rank hold AREX as of Q1 2016.

  • Evercore Wealth Management reported no remaining Approach Resources Inc. position as of Q1 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 1,800 Approach Resources Inc. shares in Q1 2016, an estimated $3K.
  • Evercore Wealth Management first reported a position in Approach Resources Inc. in Q4 2015 and held it in 1 quarter.
  • Evercore Wealth Management's Approach Resources Inc. position peaked at $3K in Q4 2015.
  • 74 funds tracked by Wall St. Rank held Approach Resources Inc. as of Q1 2016.

Based on Evercore Wealth Management's 13F filing for Q1 2016, filed 2 May 2016.