IWMPD
XCO

Integrated Wealth Management (Palm Desert)’s Exco Resources XCO Stock Holding History

Integrated Wealth Management (Palm Desert)’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
-188
Closed -$6K – 1434
2015
Q3 		$6K Hold
188
– – ﹤0.01% 915
2015
Q2 		$6K Sell
188
-1,045
-85% -$27.3K ﹤0.01% 940
2015
Q1 		$33K Buy
+1,233
New +$36.5K 0.01% 459

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 $7.21B AUM 45.97% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 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 $156M AUM 81.61% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 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

Integrated Wealth Management (Palm Desert)'s XCO Position: Q4 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Exco Resources (XCO) in Q4 2015, closing a stake of 188 shares — an estimated $6K sold.

Integrated Wealth Management (Palm Desert) first reported a position in XCO in Q1 2015 and held it in 3 quarters. The position peaked at $33K in Q1 2015. 131 funds tracked by Wall St. Rank hold XCO as of Q4 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Exco Resources position as of Q4 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 188 Exco Resources shares in Q4 2015, an estimated $6K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Exco Resources in Q1 2015 and held it in 3 quarters.
  • Integrated Wealth Management (Palm Desert)'s Exco Resources position peaked at $33K in Q1 2015.
  • 131 funds tracked by Wall St. Rank held Exco Resources as of Q4 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2015, filed 25 Jan 2016.