WP
ESTE

WealthPLAN Partners’s Earthstone Energy Inc. Class A Common Stock ESTE Stock Holding History

WealthPLAN Partners’s Portfolio ESTE Stock Details ESTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-24
Closed -$129 – 1127
2016
Q2 		$129 Buy
+24
New +$296 ﹤0.01% 2427

Other funds holding ESTE

NC
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WA
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JA
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CC
Cambrian Capital San Francisco, California $49.4M AUM 0.04% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return