WA
XCO

WFG Advisors’s Exco Resources XCO Stock Holding History

WFG Advisors’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
Q3 		– Sell
-290
Closed -$5K – 1778
2015
Q2 		$5K Hold
290
– – ﹤0.01% 1368
2015
Q1 		$8K Sell
290
-67
-19% -$1.98K ﹤0.01% 1277
2014
Q4 		$12K Hold
357
– – ﹤0.01% 1406
2014
Q3 		$18K Buy
357
+4
+1% +$281 ﹤0.01% 1327
2014
Q2 		$31K Buy
353
+3
+0.9% +$255 0.01% 1102
2014
Q1 		$29K Buy
350
+2
+0.6% +$154 0.01% 1115
2013
Q4 		$28K Buy
348
+53
+18% +$4.52K ﹤0.01% 1211
2013
Q3 		$30K Sell
295
-794
-73% -$91.3K ﹤0.01% 1111
2013
Q2 		$123K Buy
+1,089
New +$123K 0.02% 593

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CCP
Cyrus Capital Partners New York $196M AUM 123.68% 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
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

WFG Advisors's XCO Position: Q3 2015 in Review

WFG Advisors sold out of Exco Resources (XCO) in Q3 2015, closing a stake of 290 shares — an estimated $5K sold.

WFG Advisors first reported a position in XCO in Q2 2013 and held it in 9 quarters. The position peaked at $123K in Q2 2013. 125 funds tracked by Wall St. Rank hold XCO as of Q3 2015.

  • WFG Advisors reported no remaining Exco Resources position as of Q3 2015 after selling out during the quarter.
  • WFG Advisors sold 290 Exco Resources shares in Q3 2015, an estimated $5K.
  • WFG Advisors first reported a position in Exco Resources in Q2 2013 and held it in 9 quarters.
  • WFG Advisors's Exco Resources position peaked at $123K in Q2 2013.
  • 125 funds tracked by Wall St. Rank held Exco Resources as of Q3 2015.

Based on WFG Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.