B. Riley Wealth Management’s Xcel Energy XEL Stock Holding History

B. Riley Wealth 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
2015 Q3	–	Sell	-300	Closed	-$9K	–	767
2015 Q2	$9K	Sell	300 -200	-40%	-$6.73K	0.01%	769
2015 Q1	$17K	Hold	500	–	–	0.01%	652
2014 Q4	$17K	Hold	500	–	–	0.01%	631
2014 Q3	$15K	Hold	500	–	–	0.01%	685
2014 Q2	$16K	Hold	500	–	–	0.01%	719
2014 Q1	$15K	Buy	+500	New	+$14.6K	0.01%	685

Other funds holding XEL

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

B. Riley Wealth Management's XEL Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Xcel Energy (XEL) in Q3 2015, closing a stake of 300 shares — an estimated $9K sold.

B. Riley Wealth Management first reported a position in XEL in Q1 2014 and held it in 6 quarters. The position peaked at $17K in Q1 2015. 540 funds tracked by Wall St. Rank hold XEL as of Q3 2015.

B. Riley Wealth Management reported no remaining Xcel Energy position as of Q3 2015 after selling out during the quarter.
B. Riley Wealth Management sold 300 Xcel Energy shares in Q3 2015, an estimated $9K.
B. Riley Wealth Management first reported a position in Xcel Energy in Q1 2014 and held it in 6 quarters.
B. Riley Wealth Management's Xcel Energy position peaked at $17K in Q1 2015.
540 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.