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Armbruster Capital Management’s Xcel Energy XEL Stock Holding History

Armbruster Capital Management’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
Q1 		– Sell
-600
Closed -$24K – 293
2016
Q4 		$24K Hold
600
– – 0.01% 169
2016
Q3 		$25K Hold
600
– – 0.02% 168
2016
Q2 		$27K Hold
600
– – 0.02% 172
2016
Q1 		$25K Hold
600
– – 0.02% 175
2015
Q4 		$22K Buy
+600
New +$21.4K 0.02% 195

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

Armbruster Capital Management's XEL Position: Q1 2017 in Review

Armbruster Capital Management sold out of Xcel Energy (XEL) in Q1 2017, closing a stake of 600 shares — an estimated $24K sold.

Armbruster Capital Management first reported a position in XEL in Q4 2015 and held it in 5 quarters. The position peaked at $27K in Q2 2016. 625 funds tracked by Wall St. Rank hold XEL as of Q1 2017.

  • Armbruster Capital Management reported no remaining Xcel Energy position as of Q1 2017 after selling out during the quarter.
  • Armbruster Capital Management sold 600 Xcel Energy shares in Q1 2017, an estimated $24K.
  • Armbruster Capital Management first reported a position in Xcel Energy in Q4 2015 and held it in 5 quarters.
  • Armbruster Capital Management's Xcel Energy position peaked at $27K in Q2 2016.
  • 625 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2017.

Based on Armbruster Capital Management's 13F filing for Q1 2017, filed 8 May 2017.