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
2016
Q3 		– Sell
-82,000
Closed -$1.6M – 4310
2016
Q2 		$1.6M Buy
82,000
+68,667
+515% +$1.19M ﹤0.01% 1614
2016
Q1 		$198K Buy
+13,333
New +$221K ﹤0.01% 2470

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 $2.57B AUM 26.96% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 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.