VFA
AREX

Valeo Financial Advisors’s Approach Resources Inc. AREX Stock Holding History

Valeo Financial 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
2018
Q4 		– Sell
-287
Closed – – 1849
2018
Q3 		$0 Hold
287
– – ﹤0.01% 1924
2018
Q2 		$1K Buy
+287
New +$768 ﹤0.01% 1575

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

Valeo Financial Advisors's AREX Position: Q4 2018 in Review

Valeo Financial Advisors sold out of Approach Resources Inc. (AREX) in Q4 2018, closing a stake of 287 shares.

Valeo Financial Advisors first reported a position in AREX in Q2 2018 and held it in 2 quarters. The position peaked at $1K in Q2 2018. 74 funds tracked by Wall St. Rank hold AREX as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Approach Resources Inc. position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 287 Approach Resources Inc. shares in Q4 2018.
  • Valeo Financial Advisors first reported a position in Approach Resources Inc. in Q2 2018 and held it in 2 quarters.
  • Valeo Financial Advisors's Approach Resources Inc. position peaked at $1K in Q2 2018.
  • 74 funds tracked by Wall St. Rank held Approach Resources Inc. as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.