Amica Pension Fund Board of Trustees’s Xcel Energy XEL Stock Holding History

Amica Pension Fund Board of Trustees’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 Q2	–	Sell	-19,746	Closed	-$878K	–	374
2017 Q1	$878K	Hold	19,746	–	–	0.11%	219
2016 Q4	$804K	Buy	+19,746	New	+$790K	0.1%	247
2016 Q1	–	Sell	-21,815	Closed	-$783K	–	435
2015 Q4	$783K	Buy	+21,815	New	+$779K	0.1%	228

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Amica Pension Fund Board of Trustees's XEL Position: Q2 2017 in Review

Amica Pension Fund Board of Trustees sold out of Xcel Energy (XEL) in Q2 2017, closing a stake of 19,746 shares — an estimated $878K sold.

Amica Pension Fund Board of Trustees first reported a position in XEL in Q4 2015 and held it in 3 quarters. The position peaked at $878K in Q1 2017. 634 funds tracked by Wall St. Rank hold XEL as of Q2 2017.

Amica Pension Fund Board of Trustees reported no remaining Xcel Energy position as of Q2 2017 after selling out during the quarter.
Amica Pension Fund Board of Trustees sold 19,746 Xcel Energy shares in Q2 2017, an estimated $878K.
Amica Pension Fund Board of Trustees first reported a position in Xcel Energy in Q4 2015 and held it in 3 quarters.
Amica Pension Fund Board of Trustees's Xcel Energy position peaked at $878K in Q1 2017.
634 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2017.

Based on Amica Pension Fund Board of Trustees's 13F filing for Q2 2017, filed 11 Aug 2017.