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 – 472
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 $5.7T AUM 30.48% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 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 $36.1B AUM 11.5% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
LC
Lubar & Co Milwaukee, Wisconsin $119M AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return