LPL Financial
XCO

LPL Financial’s Exco Resources XCO Stock Holding History

LPL Financial’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
-2,093
Closed -$31K – 3292
2015
Q3 		$31K Buy
+2,093
New +$23.1K ﹤0.01% 2739
2015
Q2 		– Sell
-994
Closed -$30K – 2989
2015
Q1 		$30K Hold
994
– – ﹤0.01% 2746
2014
Q4 		$32K Sell
994
-885
-47% -$37K ﹤0.01% 2680
2014
Q3 		$86K Buy
1,879
+43
+2% +$3.02K ﹤0.01% 2612
2014
Q2 		$162K Sell
1,836
-11,871
-87% -$1.01M ﹤0.01% 2535
2014
Q1 		$1.15M Buy
13,707
+1,877
+16% +$145K 0.01% 1175
2013
Q4 		$942K Sell
11,830
-2,655
-18% -$227K 0.01% 1273
2013
Q3 		$1.49M Buy
14,485
+8,403
+138% +$966K 0.01% 965
2013
Q2 		$689K Buy
+6,082
New +$689K 0.01% 1351

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

LPL Financial's XCO Position: Q4 2015 in Review

LPL Financial sold out of Exco Resources (XCO) in Q4 2015, closing a stake of 2,093 shares — an estimated $31K sold.

LPL Financial first reported a position in XCO in Q2 2013 and held it in 9 quarters. The position peaked at $1.49M in Q3 2013. 131 funds tracked by Wall St. Rank hold XCO as of Q4 2015.

  • LPL Financial reported no remaining Exco Resources position as of Q4 2015 after selling out during the quarter.
  • LPL Financial sold 2,093 Exco Resources shares in Q4 2015, an estimated $31K.
  • LPL Financial first reported a position in Exco Resources in Q2 2013 and held it in 9 quarters.
  • LPL Financial's Exco Resources position peaked at $1.49M in Q3 2013.
  • 131 funds tracked by Wall St. Rank held Exco Resources as of Q4 2015.

Based on LPL Financial's 13F filing for Q4 2015, filed 12 Feb 2016.