YU
AREX

Yale University’s Approach Resources Inc. AREX Stock Holding History

Yale University’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
Q1 		– Sell
-69,217
Closed -$1.33M – 11
2013
Q4 		$1.33M Hold
69,217
– – 2.34% 6
2013
Q3 		$1.82M Hold
69,217
– – 1.92% 8
2013
Q2 		$1.7M Buy
+69,217
New +$1.73M 3.32% 5

Other funds holding AREX

First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JA
JVL Advisors Houston, Texas $14.6M AUM 82.81% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Yale University's AREX Position: Q1 2014 in Review

Yale University sold out of Approach Resources Inc. (AREX) in Q1 2014, closing a stake of 69,217 shares — an estimated $1.33M sold.

Yale University first reported a position in AREX in Q2 2013 and held it in 3 quarters. The position peaked at $1.82M in Q3 2013. 150 funds tracked by Wall St. Rank hold AREX as of Q1 2014.

  • Yale University reported no remaining Approach Resources Inc. position as of Q1 2014 after selling out during the quarter.
  • Yale University sold 69,217 Approach Resources Inc. shares in Q1 2014, an estimated $1.33M.
  • Yale University first reported a position in Approach Resources Inc. in Q2 2013 and held it in 3 quarters.
  • Yale University's Approach Resources Inc. position peaked at $1.82M in Q3 2013.
  • 150 funds tracked by Wall St. Rank held Approach Resources Inc. as of Q1 2014.

Based on Yale University's 13F filing for Q1 2014, filed 14 May 2014.