PFC
AREX

Phocas Financial Corp’s Approach Resources Inc. AREX Stock Holding History

Phocas Financial Corp’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
-92,906
Closed -$2.44M – 248
2013
Q3 		$2.44M Buy
+92,906
New +$2.35M 0.24% 158

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 $2.16B AUM 16.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

Phocas Financial Corp's AREX Position: Q4 2013 in Review

Phocas Financial Corp sold out of Approach Resources Inc. (AREX) in Q4 2013, closing a stake of 92,906 shares — an estimated $2.44M sold.

Phocas Financial Corp first reported a position in AREX in Q3 2013 and held it in 1 quarter. The position peaked at $2.44M in Q3 2013. 138 funds tracked by Wall St. Rank hold AREX as of Q4 2013.

  • Phocas Financial Corp reported no remaining Approach Resources Inc. position as of Q4 2013 after selling out during the quarter.
  • Phocas Financial Corp sold 92,906 Approach Resources Inc. shares in Q4 2013, an estimated $2.44M.
  • Phocas Financial Corp first reported a position in Approach Resources Inc. in Q3 2013 and held it in 1 quarter.
  • Phocas Financial Corp's Approach Resources Inc. position peaked at $2.44M in Q3 2013.
  • 138 funds tracked by Wall St. Rank held Approach Resources Inc. as of Q4 2013.

Based on Phocas Financial Corp's 13F filing for Q4 2013, filed 18 Feb 2014.