Advisory Research’s Exco Resources XCO Stock Holding History

Advisory Research’s Portfolio XCO Stock Details XCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-1,100	Closed	-$36K	–	361
2014 Q4	$36K	Hold	1,100	–	–	﹤0.01%	336
2014 Q3	$55K	Hold	1,100	–	–	﹤0.01%	321
2014 Q2	$97K	Sell	1,100 -6,419	-85%	-$545K	﹤0.01%	311
2014 Q1	$632K	Sell	7,519 -1,551	-17%	-$120K	0.01%	282
2013 Q4	$722K	Sell	9,070 -100	-1%	-$8.53K	0.01%	263
2013 Q3	$917K	Hold	9,170	–	–	0.01%	242
2013 Q2	$1.04M	Buy	+9,170	New	+$1.04M	0.01%	240

Other funds holding XCO

IPC

Invesco Private Capital New York $365M AUM 8.08% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCP

Cyrus Capital Partners New York $196M AUM 123.68% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Advisory Research's XCO Position: Q1 2015 in Review

Advisory Research sold out of Exco Resources (XCO) in Q1 2015, closing a stake of 1,100 shares — an estimated $36K sold.

Advisory Research first reported a position in XCO in Q2 2013 and held it in 7 quarters. The position peaked at $1.04M in Q2 2013. 139 funds tracked by Wall St. Rank hold XCO as of Q1 2015.

Advisory Research reported no remaining Exco Resources position as of Q1 2015 after selling out during the quarter.
Advisory Research sold 1,100 Exco Resources shares in Q1 2015, an estimated $36K.
Advisory Research first reported a position in Exco Resources in Q2 2013 and held it in 7 quarters.
Advisory Research's Exco Resources position peaked at $1.04M in Q2 2013.
139 funds tracked by Wall St. Rank held Exco Resources as of Q1 2015.

Based on Advisory Research's 13F filing for Q1 2015, filed 15 May 2015.