Amica Retiree Medical Trust’s Xcel Energy XEL Stock Holding History

Amica Retiree Medical Trust’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	-3,001	Closed	-$133K	–	374
2017 Q1	$133K	Hold	3,001	–	–	0.11%	218
2016 Q4	$122K	Buy	+3,001	New	+$120K	0.1%	244
2016 Q1	–	Sell	-3,328	Closed	-$120K	–	434
2015 Q4	$120K	Buy	+3,328	New	+$119K	0.1%	222

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 $298B AUM 21.96% 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 Retiree Medical Trust's XEL Position: Q2 2017 in Review

Amica Retiree Medical Trust sold out of Xcel Energy (XEL) in Q2 2017, closing a stake of 3,001 shares — an estimated $133K sold.

Amica Retiree Medical Trust first reported a position in XEL in Q4 2015 and held it in 3 quarters. The position peaked at $133K in Q1 2017. 634 funds tracked by Wall St. Rank hold XEL as of Q2 2017.

Amica Retiree Medical Trust reported no remaining Xcel Energy position as of Q2 2017 after selling out during the quarter.
Amica Retiree Medical Trust sold 3,001 Xcel Energy shares in Q2 2017, an estimated $133K.
Amica Retiree Medical Trust first reported a position in Xcel Energy in Q4 2015 and held it in 3 quarters.
Amica Retiree Medical Trust's Xcel Energy position peaked at $133K in Q1 2017.
634 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2017.

Based on Amica Retiree Medical Trust's 13F filing for Q2 2017, filed 11 Aug 2017.