Morgan Stanley
XCO

Morgan Stanley’s Exco Resources XCO Stock Holding History

Morgan Stanley’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
-13,544
Closed -$19K – 6864
2017
Q3 		$19K Buy
13,544
+8,481
+168% +$14.3K ﹤0.01% 6045
2017
Q2 		$13K Sell
5,063
-20,764
-80% -$123K ﹤0.01% 6192
2017
Q1 		$240K Sell
25,827
-11,847
-31% -$121K ﹤0.01% 5234
2016
Q4 		$494K Buy
37,674
+21,965
+140% +$353K ﹤0.01% 4940
2016
Q3 		$252K Buy
15,709
+531
+3% +$9.5K ﹤0.01% 4911
2016
Q2 		$295K Sell
15,178
-1,894
-11% -$32.9K ﹤0.01% 4742
2016
Q1 		$253K Sell
17,072
-6,059
-26% -$100K ﹤0.01% 4843
2015
Q4 		$430K Sell
23,131
-56,681
-71% -$937K ﹤0.01% 4646
2015
Q3 		$897K Buy
79,812
+26,774
+50% +$295K ﹤0.01% 4198
2015
Q2 		$939K Sell
53,038
-46,056
-46% -$1.2M ﹤0.01% 4251
2015
Q1 		$2.72M Sell
99,094
-63,056
-39% -$1.87M ﹤0.01% 3291
2014
Q4 		$5.28M Buy
162,150
+88,032
+119% +$3.68M ﹤0.01% 2679
2014
Q3 		$3.71M Buy
74,118
+21,073
+40% +$1.48M ﹤0.01% 2890
2014
Q2 		$4.69M Buy
53,045
+15,621
+42% +$1.33M ﹤0.01% 2725
2014
Q1 		$3.14M Sell
37,424
-7,515
-17% -$579K ﹤0.01% 3028
2013
Q4 		$3.58M Sell
44,939
-32,494
-42% -$2.77M ﹤0.01% 2893
2013
Q3 		$7.74M Buy
77,433
+29,787
+63% +$3.42M ﹤0.01% 2004
2013
Q2 		$5.4M Buy
+47,646
New +$5.39M ﹤0.01% 2253

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

Morgan Stanley's XCO Position: Q4 2017 in Review

Morgan Stanley sold out of Exco Resources (XCO) in Q4 2017, closing a stake of 13,544 shares — an estimated $19K sold.

Morgan Stanley first reported a position in XCO in Q2 2013 and held it in 18 quarters. The position peaked at $7.74M in Q3 2013. 10 funds tracked by Wall St. Rank hold XCO as of Q4 2017.

  • Morgan Stanley reported no remaining Exco Resources position as of Q4 2017 after selling out during the quarter.
  • Morgan Stanley sold 13,544 Exco Resources shares in Q4 2017, an estimated $19K.
  • Morgan Stanley first reported a position in Exco Resources in Q2 2013 and held it in 18 quarters.
  • Morgan Stanley's Exco Resources position peaked at $7.74M in Q3 2013.
  • 10 funds tracked by Wall St. Rank held Exco Resources as of Q4 2017.

Based on Morgan Stanley's 13F filing for Q4 2017, filed 14 Feb 2018.