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ARS Investment Partners’s Xcel Brands XELB Stock Holding History

ARS Investment Partners’s Portfolio XELB Stock Details XELB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,670
Closed -$55K – 114
2019
Q4 		$55K Hold
3,670
– – 0.01% 113
2019
Q3 		$71K Sell
3,670
-21,972
-86% -$448K 0.01% 106
2019
Q2 		$372K Sell
25,642
-18,687
-42% -$255K 0.06% 107
2019
Q1 		$754K Buy
44,329
+6,424
+17% +$94.8K 0.14% 82
2018
Q4 		$428K Sell
37,905
-28,085
-43% -$544K 0.09% 97
2018
Q3 		$1.55M Sell
65,990
-17,826
-21% -$441K 0.24% 72
2018
Q2 		$1.97M Buy
83,816
+1,334
+2% +$36.5K 0.31% 53
2018
Q1 		$2.64M Buy
82,482
+8,175
+11% +$259K 0.32% 55
2017
Q4 		$2.45M Buy
74,307
+11,481
+18% +$339K 0.3% 62
2017
Q3 		$2.33M Buy
62,826
+11,781
+23% +$428K 0.3% 62
2017
Q2 		$1.56M Buy
51,045
+7,912
+18% +$200K 0.22% 82
2017
Q1 		$1.17M Buy
43,133
+5,889
+16% +$233K 0.17% 95
2016
Q4 		$1.64M Buy
+37,244
New +$1.81M 0.25% 78

Other funds holding XELB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
AWW
Alan W. Weber $336M AUM 75.94% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

ARS Investment Partners's XELB Position: Q1 2020 in Review

ARS Investment Partners sold out of Xcel Brands (XELB) in Q1 2020, closing a stake of 3,670 shares — an estimated $55K sold.

ARS Investment Partners first reported a position in XELB in Q4 2016 and held it in 13 quarters. The position peaked at $2.64M in Q1 2018. 15 funds tracked by Wall St. Rank hold XELB as of Q1 2020.

  • ARS Investment Partners reported no remaining Xcel Brands position as of Q1 2020 after selling out during the quarter.
  • ARS Investment Partners sold 3,670 Xcel Brands shares in Q1 2020, an estimated $55K.
  • ARS Investment Partners first reported a position in Xcel Brands in Q4 2016 and held it in 13 quarters.
  • ARS Investment Partners's Xcel Brands position peaked at $2.64M in Q1 2018.
  • 15 funds tracked by Wall St. Rank held Xcel Brands as of Q1 2020.

Based on ARS Investment Partners's 13F filing for Q1 2020, filed 12 May 2020.