Jones Financial Companies
AREX

Jones Financial Companies’s Approach Resources Inc. AREX Stock Holding History

Jones Financial Companies’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
2013
Q4 		– Sell
-154
Closed -$4K – 597
2013
Q3 		$4K Buy
+154
New +$3.9K ﹤0.01% 613

Other funds holding AREX

First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
MG
Mitchell Group Houston, Texas $94M AUM 5.96% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

Jones Financial Companies's AREX Position: Q4 2013 in Review

Jones Financial Companies sold out of Approach Resources Inc. (AREX) in Q4 2013, closing a stake of 154 shares — an estimated $4K sold.

Jones Financial Companies first reported a position in AREX in Q3 2013 and held it in 1 quarter. The position peaked at $4K in Q3 2013. 138 funds tracked by Wall St. Rank hold AREX as of Q4 2013.

  • Jones Financial Companies reported no remaining Approach Resources Inc. position as of Q4 2013 after selling out during the quarter.
  • Jones Financial Companies sold 154 Approach Resources Inc. shares in Q4 2013, an estimated $4K.
  • Jones Financial Companies first reported a position in Approach Resources Inc. in Q3 2013 and held it in 1 quarter.
  • Jones Financial Companies's Approach Resources Inc. position peaked at $4K in Q3 2013.
  • 138 funds tracked by Wall St. Rank held Approach Resources Inc. as of Q4 2013.

Based on Jones Financial Companies's 13F filing for Q4 2013, filed 14 Feb 2014.