Bank of Montreal
XCO

Bank of Montreal’s Exco Resources XCO Stock Holding History

Bank of Montreal’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
2017
Q4 		– Sell
-42
Closed – – 4488
2017
Q3 		$0 Hold
42
– – ﹤0.01% 4474
2017
Q2 		$0 Buy
42
+1
+2% +$6 ﹤0.01% 4401
2017
Q1 		$0 Hold
41
– – ﹤0.01% 4329
2016
Q4 		$1K Hold
41
– – ﹤0.01% 4016
2016
Q3 		$1K Sell
41
-82,008
-100% -$1.47M ﹤0.01% 3984
2016
Q2 		$1.6M Buy
82,049
+81,552
+16,409% +$1.42M ﹤0.01% 1611
2016
Q1 		$8K Buy
497
+377
+314% +$6.25K ﹤0.01% 3699
2015
Q4 		$2K Sell
120
-6,510
-98% -$108K ﹤0.01% 4030
2015
Q3 		$75K Buy
6,630
+1,547
+30% +$17.1K ﹤0.01% 2754
2015
Q2 		$90K Sell
5,083
-351
-6% -$9.17K ﹤0.01% 2796
2015
Q1 		$149K Buy
5,434
+1,999
+58% +$59.1K ﹤0.01% 2472
2014
Q4 		$111K Buy
3,435
+724
+27% +$30.3K ﹤0.01% 2726
2014
Q3 		$136K Sell
2,711
-488
-15% -$34.2K ﹤0.01% 2697
2014
Q2 		$283K Buy
3,199
+903
+39% +$76.7K ﹤0.01% 2378
2014
Q1 		$193K Sell
2,296
-15,839
-87% -$1.22M ﹤0.01% 2518
2013
Q4 		$1.44M Sell
18,135
-4,910
-21% -$419K ﹤0.01% 1304
2013
Q3 		$2.31M Buy
23,045
+20,418
+777% +$2.35M ﹤0.01% 1105
2013
Q2 		$298K Buy
+2,627
New +$297K ﹤0.01% 2001

Other funds holding XCO

BEP
Bluescape Energy Partners Dallas, Texas $322M AUM 18.33% 1-Year Est. Return
IPC
Invesco Private Capital New York $365M AUM 8.08% 1-Year Est. Return
SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.36B AUM 23.72% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

Bank of Montreal's XCO Position: Q4 2017 in Review

Bank of Montreal sold out of Exco Resources (XCO) in Q4 2017, closing a stake of 42 shares.

Bank of Montreal first reported a position in XCO in Q2 2013 and held it in 18 quarters. The position peaked at $2.31M in Q3 2013. 10 funds tracked by Wall St. Rank hold XCO as of Q4 2017.

  • Bank of Montreal reported no remaining Exco Resources position as of Q4 2017 after selling out during the quarter.
  • Bank of Montreal sold 42 Exco Resources shares in Q4 2017.
  • Bank of Montreal first reported a position in Exco Resources in Q2 2013 and held it in 18 quarters.
  • Bank of Montreal's Exco Resources position peaked at $2.31M in Q3 2013.
  • 10 funds tracked by Wall St. Rank held Exco Resources as of Q4 2017.

Based on Bank of Montreal's 13F filing for Q4 2017, filed 16 Jan 2018.