Centerpoint Advisors’s Xcel Energy XEL Stock Holding History

Centerpoint Advisors’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
2018 Q3	–	Sell	-35	Closed	-$2K	–	364
2018 Q2	$2K	Buy	+35	New	+$1.57K	﹤0.01%	330

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Centerpoint Advisors's XEL Position: Q3 2018 in Review

Centerpoint Advisors sold out of Xcel Energy (XEL) in Q3 2018, closing a stake of 35 shares — an estimated $2K sold.

Centerpoint Advisors first reported a position in XEL in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 697 funds tracked by Wall St. Rank hold XEL as of Q3 2018.

Centerpoint Advisors reported no remaining Xcel Energy position as of Q3 2018 after selling out during the quarter.
Centerpoint Advisors sold 35 Xcel Energy shares in Q3 2018, an estimated $2K.
Centerpoint Advisors first reported a position in Xcel Energy in Q2 2018 and held it in 1 quarter.
Centerpoint Advisors's Xcel Energy position peaked at $2K in Q2 2018.
697 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2018.

Based on Centerpoint Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.