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America First Investment Advisors’s Xcel Energy XEL Stock Holding History

America First Investment Advisors’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
2016
Q2 		– Sell
-200
Closed -$8K – 132
2016
Q1 		$8K Buy
+200
New +$7.8K ﹤0.01% 108

Other funds holding XEL

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

America First Investment Advisors's XEL Position: Q2 2016 in Review

America First Investment Advisors sold out of Xcel Energy (XEL) in Q2 2016, closing a stake of 200 shares — an estimated $8K sold.

America First Investment Advisors first reported a position in XEL in Q1 2016 and held it in 1 quarter. The position peaked at $8K in Q1 2016. 614 funds tracked by Wall St. Rank hold XEL as of Q2 2016.

  • America First Investment Advisors reported no remaining Xcel Energy position as of Q2 2016 after selling out during the quarter.
  • America First Investment Advisors sold 200 Xcel Energy shares in Q2 2016, an estimated $8K.
  • America First Investment Advisors first reported a position in Xcel Energy in Q1 2016 and held it in 1 quarter.
  • America First Investment Advisors's Xcel Energy position peaked at $8K in Q1 2016.
  • 614 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2016.

Based on America First Investment Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.