NFG
AREX

Next Financial Group’s Approach Resources Inc. AREX Stock Holding History

Next Financial Group’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
Q1 		– Sell
-1,000
Closed -$3K – 2430
2016
Q4 		$3K Buy
+1,000
New +$3.26K ﹤0.01% 2123

Other funds holding AREX

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NGA
New Generation Advisors Manchester, Massachusetts $45.6M AUM 15.43% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
MAMNY
Marathon Asset Management (New York) New York $12M AUM 8.79% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LC
Lubar & Co Milwaukee, Wisconsin $119M AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Next Financial Group's AREX Position: Q1 2017 in Review

Next Financial Group sold out of Approach Resources Inc. (AREX) in Q1 2017, closing a stake of 1,000 shares — an estimated $3K sold.

Next Financial Group first reported a position in AREX in Q4 2016 and held it in 1 quarter. The position peaked at $3K in Q4 2016. 80 funds tracked by Wall St. Rank hold AREX as of Q1 2017.

  • Next Financial Group reported no remaining Approach Resources Inc. position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 1,000 Approach Resources Inc. shares in Q1 2017, an estimated $3K.
  • Next Financial Group first reported a position in Approach Resources Inc. in Q4 2016 and held it in 1 quarter.
  • Next Financial Group's Approach Resources Inc. position peaked at $3K in Q4 2016.
  • 80 funds tracked by Wall St. Rank held Approach Resources Inc. as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.