Creative Planning
XCO

Creative Planning’s Exco Resources XCO Stock Holding History

Creative Planning’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
-24,744
Closed -$33K – 2060
2017
Q3 		$33K Buy
24,744
+900
+4% +$1.52K ﹤0.01% 1813
2017
Q2 		$63K Buy
23,844
+271
+1% +$1.6K ﹤0.01% 2339
2017
Q1 		$219K Sell
23,573
-328
-1% -$3.35K ﹤0.01% 1431
2016
Q4 		$313K Sell
23,901
-7
-0% -$112 ﹤0.01% 1169
2016
Q3 		$384K Hold
23,908
– – ﹤0.01% 1040
2016
Q2 		$466K Sell
23,908
-80
-0.3% -$1.39K ﹤0.01% 809
2016
Q1 		$356K Sell
23,988
-2,600
-10% -$43.1K ﹤0.01% 898
2015
Q4 		$495K Buy
26,588
+80
+0.3% +$1.32K ﹤0.01% 760
2015
Q3 		$298K Buy
26,508
+129
+0.5% +$1.42K ﹤0.01% 975
2015
Q2 		$467K Buy
26,379
+1,062
+4% +$27.7K ﹤0.01% 687
2015
Q1 		$695K Buy
25,317
+3,063
+14% +$90.6K 0.01% 603
2014
Q4 		$724K Buy
22,254
+21
+0.1% +$877 0.01% 551
2014
Q3 		$1.11M Buy
22,233
+66
+0.3% +$4.63K 0.01% 367
2014
Q2 		$1.96M Sell
22,167
-99
-0.4% -$8.41K 0.03% 230
2014
Q1 		$1.87M Buy
22,266
+10,133
+84% +$781K 0.03% 209
2013
Q4 		$966K Buy
12,133
+11,982
+7,935% +$1.02M 0.02% 315
2013
Q3 		$15K Buy
151
+16
+12% +$1.84K ﹤0.01% 2264
2013
Q2 		$15K Buy
+135
New +$15.3K ﹤0.01% 2100

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 $1.34B AUM 18.88% 1-Year Est. Return

Creative Planning's XCO Position: Q4 2017 in Review

Creative Planning sold out of Exco Resources (XCO) in Q4 2017, closing a stake of 24,744 shares — an estimated $33K sold.

Creative Planning first reported a position in XCO in Q2 2013 and held it in 18 quarters. The position peaked at $1.96M in Q2 2014. 10 funds tracked by Wall St. Rank hold XCO as of Q4 2017.

  • Creative Planning reported no remaining Exco Resources position as of Q4 2017 after selling out during the quarter.
  • Creative Planning sold 24,744 Exco Resources shares in Q4 2017, an estimated $33K.
  • Creative Planning first reported a position in Exco Resources in Q2 2013 and held it in 18 quarters.
  • Creative Planning's Exco Resources position peaked at $1.96M in Q2 2014.
  • 10 funds tracked by Wall St. Rank held Exco Resources as of Q4 2017.

Based on Creative Planning's 13F filing for Q4 2017, filed 17 Jan 2018.