WIM
XCO

Wittenberg Investment Management’s Exco Resources XCO Stock Holding History

Wittenberg Investment 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
2017
Q4 		– Sell
-13,253
Closed -$18K – 85
2017
Q3 		$18K Sell
13,253
-39,845
-75% -$67.2K 0.01% 80
2017
Q2 		$141K Buy
53,098
+3
+0% +$18 0.06% 75
2017
Q1 		$494K Hold
53,095
– – 0.24% 50
2016
Q4 		$696K Buy
+53,095
New +$853K 0.32% 47

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 $1.51B AUM 24.15% 1-Year Est. Return

Wittenberg Investment Management's XCO Position: Q4 2017 in Review

Wittenberg Investment Management sold out of Exco Resources (XCO) in Q4 2017, closing a stake of 13,253 shares — an estimated $18K sold.

Wittenberg Investment Management first reported a position in XCO in Q4 2016 and held it in 4 quarters. The position peaked at $696K in Q4 2016. 10 funds tracked by Wall St. Rank hold XCO as of Q4 2017.

  • Wittenberg Investment Management reported no remaining Exco Resources position as of Q4 2017 after selling out during the quarter.
  • Wittenberg Investment Management sold 13,253 Exco Resources shares in Q4 2017, an estimated $18K.
  • Wittenberg Investment Management first reported a position in Exco Resources in Q4 2016 and held it in 4 quarters.
  • Wittenberg Investment Management's Exco Resources position peaked at $696K in Q4 2016.
  • 10 funds tracked by Wall St. Rank held Exco Resources as of Q4 2017.

Based on Wittenberg Investment Management's 13F filing for Q4 2017, filed 12 Feb 2018.