Bank of Nova Scotia Trust’s Xcel Energy XEL Stock Holding History

Bank of Nova Scotia 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 Q4	–	Sell	-2,000	Closed	-$95K	–	407
2017 Q3	$95K	Buy	+2,000	New	+$96K	0.01%	182

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bank of Nova Scotia Trust's XEL Position: Q4 2017 in Review

Bank of Nova Scotia Trust sold out of Xcel Energy (XEL) in Q4 2017, closing a stake of 2,000 shares — an estimated $95K sold.

Bank of Nova Scotia Trust first reported a position in XEL in Q3 2017 and held it in 1 quarter. The position peaked at $95K in Q3 2017. 706 funds tracked by Wall St. Rank hold XEL as of Q4 2017.

Bank of Nova Scotia Trust reported no remaining Xcel Energy position as of Q4 2017 after selling out during the quarter.
Bank of Nova Scotia Trust sold 2,000 Xcel Energy shares in Q4 2017, an estimated $95K.
Bank of Nova Scotia Trust first reported a position in Xcel Energy in Q3 2017 and held it in 1 quarter.
Bank of Nova Scotia Trust's Xcel Energy position peaked at $95K in Q3 2017.
706 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2017.

Based on Bank of Nova Scotia Trust's 13F filing for Q4 2017, filed 13 Feb 2018.