BSW
XCO

Buckingham Strategic Wealth’s Exco Resources XCO Stock Holding History

Buckingham Strategic Wealth’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
Q4 		– Sell
-8,761
Closed -$141K – 247
2016
Q3 		$141K Hold
8,761
– – 0.05% 217
2016
Q2 		$171K Hold
8,761
– – 0.06% 228
2016
Q1 		$130K Hold
8,761
– – 0.04% 225
2015
Q4 		$163K Hold
8,761
– – 0.05% 197
2015
Q3 		$99K Hold
8,761
– – 0.03% 205
2015
Q2 		$155K Hold
8,761
– – 0.05% 214
2015
Q1 		$240K Hold
8,761
– – 0.09% 180
2014
Q4 		$285K Buy
8,761
+5,802
+196% +$242K 0.11% 145
2014
Q3 		$148K Hold
2,959
– – 0.06% 176
2014
Q2 		$261K Hold
2,959
– – 0.11% 129
2014
Q1 		$249K Hold
2,959
– – 0.12% 123
2013
Q4 		$236K Sell
2,959
-33
-1% -$2.82K 0.11% 131
2013
Q3 		$299K Hold
2,992
– – 0.16% 96
2013
Q2 		$339K Buy
+2,992
New +$339K 0.19% 84

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Buckingham Strategic Wealth's XCO Position: Q4 2016 in Review

Buckingham Strategic Wealth sold out of Exco Resources (XCO) in Q4 2016, closing a stake of 8,761 shares — an estimated $141K sold.

Buckingham Strategic Wealth first reported a position in XCO in Q2 2013 and held it in 14 quarters. The position peaked at $339K in Q2 2013. 114 funds tracked by Wall St. Rank hold XCO as of Q4 2016.

  • Buckingham Strategic Wealth reported no remaining Exco Resources position as of Q4 2016 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 8,761 Exco Resources shares in Q4 2016, an estimated $141K.
  • Buckingham Strategic Wealth first reported a position in Exco Resources in Q2 2013 and held it in 14 quarters.
  • Buckingham Strategic Wealth's Exco Resources position peaked at $339K in Q2 2013.
  • 114 funds tracked by Wall St. Rank held Exco Resources as of Q4 2016.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2016, filed 30 Jan 2017.