WP
AREX

WealthPLAN Partners’s Approach Resources Inc. AREX Stock Holding History

WealthPLAN Partners’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
2017
Q2 		– Sell
-800
Closed -$2.02K – 470
2017
Q1 		$2.02K Buy
+800
New +$2.31K 0.01% 408
2016
Q3 		$3.97K Sell
1,255
-1,255
-50% -$3.18K ﹤0.01% 762
2016
Q2 		$2.64K Buy
+2,510
New +$5.68K ﹤0.01% 2182

Other funds holding AREX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
LC
Lubar & Co Milwaukee, Wisconsin $126M AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthPLAN Partners's AREX Position: Q2 2017 in Review

WealthPLAN Partners sold out of Approach Resources Inc. (AREX) in Q2 2017, closing a stake of 800 shares — an estimated $2.02K sold.

WealthPLAN Partners first reported a position in AREX in Q2 2016 and held it in 3 quarters. The position peaked at $3.97K in Q3 2016. 80 funds tracked by Wall St. Rank hold AREX as of Q2 2017.

  • WealthPLAN Partners reported no remaining Approach Resources Inc. position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 800 Approach Resources Inc. shares in Q2 2017, an estimated $2.02K.
  • WealthPLAN Partners first reported a position in Approach Resources Inc. in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's Approach Resources Inc. position peaked at $3.97K in Q3 2016.
  • 80 funds tracked by Wall St. Rank held Approach Resources Inc. as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.