APP
AREX

Avantax Planning Partners’s Approach Resources Inc. AREX Stock Holding History

Avantax Planning 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
2018
Q4 		– Sell
-300
Closed -$1K – 1399
2018
Q3 		$1K Buy
+300
New +$680 ﹤0.01% 1442
2018
Q2 		– Sell
-300
Closed -$1K – 1752
2018
Q1 		$1K Buy
+300
New +$925 ﹤0.01% 1795

Other funds holding AREX

WB
Wilks Brothers Cisco, Texas $35.2M AUM 47.86% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NGA
New Generation Advisors Manchester, Massachusetts $45.6M AUM 15.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
LC
Lubar & Co Milwaukee, Wisconsin $119M AUM
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avantax Planning Partners's AREX Position: Q4 2018 in Review

Avantax Planning Partners sold out of Approach Resources Inc. (AREX) in Q4 2018, closing a stake of 300 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in AREX in Q1 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 74 funds tracked by Wall St. Rank hold AREX as of Q4 2018.

  • Avantax Planning Partners reported no remaining Approach Resources Inc. position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 300 Approach Resources Inc. shares in Q4 2018, an estimated $1K.
  • Avantax Planning Partners first reported a position in Approach Resources Inc. in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Approach Resources Inc. position peaked at $1K in Q3 2018.
  • 74 funds tracked by Wall St. Rank held Approach Resources Inc. as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.