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Advocacy Wealth Management Services’s Xcel Energy XEL Stock Holding History

Advocacy Wealth Management Services’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-274
Closed -$12K – 260
2017
Q3 		$12K Hold
274
– – ﹤0.01% 179
2017
Q2 		$13K Hold
274
– – ﹤0.01% 168
2017
Q1 		$12K Hold
274
– – ﹤0.01% 190
2016
Q4 		$11K Buy
+274
New +$11K ﹤0.01% 189

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advocacy Wealth Management Services's XEL Position: Q4 2017 in Review

Advocacy Wealth Management Services sold out of Xcel Energy (XEL) in Q4 2017, closing a stake of 274 shares — an estimated $12K sold.

Advocacy Wealth Management Services first reported a position in XEL in Q4 2016 and held it in 4 quarters. The position peaked at $13K in Q2 2017. 706 funds tracked by Wall St. Rank hold XEL as of Q4 2017.

  • Advocacy Wealth Management Services reported no remaining Xcel Energy position as of Q4 2017 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 274 Xcel Energy shares in Q4 2017, an estimated $12K.
  • Advocacy Wealth Management Services first reported a position in Xcel Energy in Q4 2016 and held it in 4 quarters.
  • Advocacy Wealth Management Services's Xcel Energy position peaked at $13K in Q2 2017.
  • 706 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2017, filed 12 Jan 2018.