CWM
XCO

Concert Wealth Management’s Exco Resources XCO Stock Holding History

Concert Wealth Management’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
Q4 		– Sell
-3,691
Closed -$42K – 768
2015
Q3 		$42K Buy
+3,691
New +$40.7K 0.01% 692

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
CCP
Cyrus Capital Partners New York $196M AUM 123.68% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SO
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Concert Wealth Management's XCO Position: Q4 2015 in Review

Concert Wealth Management sold out of Exco Resources (XCO) in Q4 2015, closing a stake of 3,691 shares — an estimated $42K sold.

Concert Wealth Management first reported a position in XCO in Q3 2015 and held it in 1 quarter. The position peaked at $42K in Q3 2015. 131 funds tracked by Wall St. Rank hold XCO as of Q4 2015.

  • Concert Wealth Management reported no remaining Exco Resources position as of Q4 2015 after selling out during the quarter.
  • Concert Wealth Management sold 3,691 Exco Resources shares in Q4 2015, an estimated $42K.
  • Concert Wealth Management first reported a position in Exco Resources in Q3 2015 and held it in 1 quarter.
  • Concert Wealth Management's Exco Resources position peaked at $42K in Q3 2015.
  • 131 funds tracked by Wall St. Rank held Exco Resources as of Q4 2015.

Based on Concert Wealth Management's 13F filing for Q4 2015, filed 9 Feb 2016.