CFS
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Commonwealth Financial Services’s Xcel Energy XEL Stock Holding History

Commonwealth Financial Services’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
Q1 		$9K Hold
210
– – 0.01% 208
2016
Q4 		$9K Hold
210
– – 0.01% 186
2016
Q3 		$9K Hold
210
– – 0.01% 182
2016
Q2 		$9K Buy
+210
New +$8.69K 0.01% 187

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Commonwealth Financial Services's XEL Position: Q1 2017 in Review

Commonwealth Financial Services held its Xcel Energy (XEL) position steady in Q1 2017 at 210 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #208.

Commonwealth Financial Services first reported a position in XEL in Q2 2016 and has held it in 4 quarters since. 625 funds tracked by Wall St. Rank hold XEL as of Q1 2017.

  • Commonwealth Financial Services held 210 shares of Xcel Energy worth $9K as of Q1 2017.
  • Commonwealth Financial Services left its Xcel Energy share count unchanged in Q1 2017.
  • Xcel Energy made up 0.01% of Commonwealth Financial Services's portfolio in Q1 2017, its #208 holding.
  • Commonwealth Financial Services first reported a position in Xcel Energy in Q2 2016 and has held it in 4 quarters since.
  • 625 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2017.

Based on Commonwealth Financial Services's 13F filing for Q1 2017, filed 20 Apr 2017.