Boston Private Bank & Trust’s Xcel Energy XEL Stock Holding History

Boston Private Bank & 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
2015 Q1	$140K	Hold	4,017	–	–	0.01%	438
2014 Q4	$144K	Sell	4,017 -156	-4%	-$5.24K	0.01%	438
2014 Q3	$127K	Hold	4,173	–	–	0.01%	445
2014 Q2	$134K	Buy	4,173 +200	+5%	+$6.2K	0.01%	446
2014 Q1	$121K	Hold	3,973	–	–	0.01%	462
2013 Q4	$111K	Hold	3,973	–	–	0.01%	471
2013 Q3	$110K	Sell	3,973 -611	-13%	-$17.5K	0.01%	456
2013 Q2	$130K	Buy	+4,584	New	+$137K	0.01%	427

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Boston Private Bank & Trust's XEL Position: Q1 2015 in Review

Boston Private Bank & Trust held its Xcel Energy (XEL) position steady in Q1 2015 at 4,017 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #438.

Boston Private Bank & Trust first reported a position in XEL in Q2 2013 and has held it in 8 quarters since. The position peaked at $144K in Q4 2014. 546 funds tracked by Wall St. Rank hold XEL as of Q1 2015.

Boston Private Bank & Trust held 4,017 shares of Xcel Energy worth $140K as of Q1 2015.
Boston Private Bank & Trust left its Xcel Energy share count unchanged in Q1 2015.
Xcel Energy made up 0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #438 holding.
Boston Private Bank & Trust first reported a position in Xcel Energy in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's Xcel Energy position peaked at $144K in Q4 2014.
546 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.