HWP
REXX

Hefty Wealth Partners’s Rex Energy Corporation REXX Stock Holding History

Hefty Wealth Partners’s Portfolio REXX Stock Details REXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$1K Hold
620
– – ﹤0.01% 239
2017
Q4 		$1K Hold
620
– – ﹤0.01% 249
2017
Q3 		$2K Hold
620
– – ﹤0.01% 247
2017
Q2 		$1K Hold
620
– – ﹤0.01% 243
2017
Q1 		$2K Hold
620
– – ﹤0.01% 239
2016
Q4 		$2K Buy
+620
New +$2.99K ﹤0.01% 229

Other funds holding REXX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return

Hefty Wealth Partners's REXX Position: Q1 2018 in Review

Hefty Wealth Partners held its Rex Energy Corporation (REXX) position steady in Q1 2018 at 620 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Hefty Wealth Partners first reported a position in REXX in Q4 2016 and has held it in 6 quarters since. The position peaked at $2K in Q3 2017. 40 funds tracked by Wall St. Rank hold REXX as of Q1 2018.

  • Hefty Wealth Partners held 620 shares of Rex Energy Corporation worth $1K as of Q1 2018.
  • Hefty Wealth Partners left its Rex Energy Corporation share count unchanged in Q1 2018.
  • Rex Energy Corporation made up ﹤0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #239 holding.
  • Hefty Wealth Partners first reported a position in Rex Energy Corporation in Q4 2016 and has held it in 6 quarters since.
  • Hefty Wealth Partners's Rex Energy Corporation position peaked at $2K in Q3 2017.
  • 40 funds tracked by Wall St. Rank held Rex Energy Corporation as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.