KFS
XCO

KMS Financial Services’s Exco Resources XCO Stock Holding History

KMS Financial Services’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
2014
Q1 		– Sell
-667
Closed -$53K – 575
2013
Q4 		$53K Buy
+667
New +$56.9K 0.01% 520

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
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 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
SCA
SAC Capital Advisors Stamford, Connecticut $19.3B AUM 31.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

KMS Financial Services's XCO Position: Q1 2014 in Review

KMS Financial Services sold out of Exco Resources (XCO) in Q1 2014, closing a stake of 667 shares — an estimated $53K sold.

KMS Financial Services first reported a position in XCO in Q4 2013 and held it in 1 quarter. The position peaked at $53K in Q4 2013. 176 funds tracked by Wall St. Rank hold XCO as of Q1 2014.

  • KMS Financial Services reported no remaining Exco Resources position as of Q1 2014 after selling out during the quarter.
  • KMS Financial Services sold 667 Exco Resources shares in Q1 2014, an estimated $53K.
  • KMS Financial Services first reported a position in Exco Resources in Q4 2013 and held it in 1 quarter.
  • KMS Financial Services's Exco Resources position peaked at $53K in Q4 2013.
  • 176 funds tracked by Wall St. Rank held Exco Resources as of Q1 2014.

Based on KMS Financial Services's 13F filing for Q1 2014, filed 9 May 2014.