Beacon Capital Management Inc (Ohio)’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-2
Closed 215
2017
Q1
$0 Buy
+2
New +$85 ﹤0.01% 217

Other funds holding XEL

Beacon Capital Management Inc (Ohio)'s XEL Position: Q2 2017 in Review

Beacon Capital Management Inc (Ohio) sold out of Xcel Energy (XEL) in Q2 2017, closing a stake of 2 shares.

Beacon Capital Management Inc (Ohio) first reported a position in XEL in Q1 2017 and held it in 1 quarter. The position peaked at $0 in Q1 2017. 634 funds tracked by Wall St. Rank hold XEL as of Q2 2017.

  • Beacon Capital Management Inc (Ohio) reported no remaining Xcel Energy position as of Q2 2017 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 2 Xcel Energy shares in Q2 2017.
  • Beacon Capital Management Inc (Ohio) first reported a position in Xcel Energy in Q1 2017 and held it in 1 quarter.
  • Beacon Capital Management Inc (Ohio)'s Xcel Energy position peaked at $0 in Q1 2017.
  • 634 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2017.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2017, filed 11 Jul 2017.