SI
XCO

Stephens Inc’s Exco Resources XCO Stock Holding History

Stephens Inc’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
2016
Q4 		– Sell
-1,433
Closed -$23K – 837
2016
Q3 		$23K Sell
1,433
-187
-12% -$3.34K ﹤0.01% 762
2016
Q2 		$32K Sell
1,620
-418
-21% -$7.26K ﹤0.01% 746
2016
Q1 		$30K Buy
2,038
+85
+4% +$1.41K ﹤0.01% 726
2015
Q4 		$36K Sell
1,953
-1,547
-44% -$25.6K ﹤0.01% 722
2015
Q3 		$39K Sell
3,500
-1,067
-23% -$11.8K ﹤0.01% 722
2015
Q2 		$81K Buy
4,567
+800
+21% +$20.9K ﹤0.01% 751
2015
Q1 		$103K Buy
3,767
+1,500
+66% +$44.4K ﹤0.01% 758
2014
Q4 		$74K Buy
2,267
+150
+7% +$6.27K ﹤0.01% 764
2014
Q3 		$106K Buy
2,117
+334
+19% +$23.4K 0.01% 753
2014
Q2 		$158K Sell
1,783
-2,200
-55% -$187K 0.01% 766
2014
Q1 		$335K Buy
3,983
+1,770
+80% +$136K 0.02% 576
2013
Q4 		$176K Sell
2,213
-294
-12% -$25.1K 0.01% 783
2013
Q3 		$251K Buy
2,507
+997
+66% +$115K 0.01% 646
2013
Q2 		$171K Buy
+1,510
New +$171K 0.01% 662

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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stephens Inc's XCO Position: Q4 2016 in Review

Stephens Inc sold out of Exco Resources (XCO) in Q4 2016, closing a stake of 1,433 shares — an estimated $23K sold.

Stephens Inc first reported a position in XCO in Q2 2013 and held it in 14 quarters. The position peaked at $335K in Q1 2014. 114 funds tracked by Wall St. Rank hold XCO as of Q4 2016.

  • Stephens Inc reported no remaining Exco Resources position as of Q4 2016 after selling out during the quarter.
  • Stephens Inc sold 1,433 Exco Resources shares in Q4 2016, an estimated $23K.
  • Stephens Inc first reported a position in Exco Resources in Q2 2013 and held it in 14 quarters.
  • Stephens Inc's Exco Resources position peaked at $335K in Q1 2014.
  • 114 funds tracked by Wall St. Rank held Exco Resources as of Q4 2016.

Based on Stephens Inc's 13F filing for Q4 2016, filed 9 Feb 2017.