PWM
XCO

ParenteBeard Wealth Management’s Exco Resources XCO Stock Holding History

ParenteBeard Wealth Management’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
Q4 		– Sell
-1,667
Closed -$84K – 119
2014
Q3 		$84K Buy
+1,667
New +$117K 0.04% 119

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
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
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

ParenteBeard Wealth Management's XCO Position: Q4 2014 in Review

ParenteBeard Wealth Management sold out of Exco Resources (XCO) in Q4 2014, closing a stake of 1,667 shares — an estimated $84K sold.

ParenteBeard Wealth Management first reported a position in XCO in Q3 2014 and held it in 1 quarter. The position peaked at $84K in Q3 2014. 146 funds tracked by Wall St. Rank hold XCO as of Q4 2014.

  • ParenteBeard Wealth Management reported no remaining Exco Resources position as of Q4 2014 after selling out during the quarter.
  • ParenteBeard Wealth Management sold 1,667 Exco Resources shares in Q4 2014, an estimated $84K.
  • ParenteBeard Wealth Management first reported a position in Exco Resources in Q3 2014 and held it in 1 quarter.
  • ParenteBeard Wealth Management's Exco Resources position peaked at $84K in Q3 2014.
  • 146 funds tracked by Wall St. Rank held Exco Resources as of Q4 2014.

Based on ParenteBeard Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.