KIA
AREX

King Investment Advisors’s Approach Resources Inc. AREX Stock Holding History

King Investment Advisors’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
2014
Q3 		– Sell
-43,140
Closed -$981K – 113
2014
Q2 		$981K Buy
43,140
+155
+0.4% +$3.15K 0.42% 47
2014
Q1 		$899K Buy
+42,985
New +$880K 0.41% 46
2013
Q4 		– Sell
-18,435
Closed -$484K – 130
2013
Q3 		$484K Buy
18,435
+2,500
+16% +$63.3K 0.21% 88
2013
Q2 		$392K Buy
+15,935
New +$398K 0.16% 90

Other funds holding AREX

First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

King Investment Advisors's AREX Position: Q3 2014 in Review

King Investment Advisors sold out of Approach Resources Inc. (AREX) in Q3 2014, closing a stake of 43,140 shares — an estimated $981K sold.

King Investment Advisors first reported a position in AREX in Q2 2013 and held it in 4 quarters. The position peaked at $981K in Q2 2014. 134 funds tracked by Wall St. Rank hold AREX as of Q3 2014.

  • King Investment Advisors reported no remaining Approach Resources Inc. position as of Q3 2014 after selling out during the quarter.
  • King Investment Advisors sold 43,140 Approach Resources Inc. shares in Q3 2014, an estimated $981K.
  • King Investment Advisors first reported a position in Approach Resources Inc. in Q2 2013 and held it in 4 quarters.
  • King Investment Advisors's Approach Resources Inc. position peaked at $981K in Q2 2014.
  • 134 funds tracked by Wall St. Rank held Approach Resources Inc. as of Q3 2014.

Based on King Investment Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.