Crosspoint Capital Strategies’s Xcel Energy XEL Stock Holding History

Crosspoint Capital Strategies’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 Q4	–	Sell	-7,270	Closed	-$257K	–	1224
2015 Q3	$257K	Sell	7,270 -797	-10%	-$27.1K	0.3%	84
2015 Q2	$260K	Hold	8,067	–	–	0.07%	147
2015 Q1	$281K	Sell	8,067 -550	-6%	-$19.7K	0.14%	116
2014 Q4	$310K	Buy	8,617 +7,817	+977%	+$262K	0.11%	150
2014 Q3	$24K	Hold	800	–	–	0.02%	291
2014 Q2	$26K	Sell	800 -500	-38%	-$15.5K	0.01%	312
2014 Q1	$39K	Hold	1,300	–	–	0.02%	289
2013 Q4	$39K	Buy	+1,300	New	+$36.7K	0.01%	288

Other funds holding XEL

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

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

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

Crosspoint Capital Strategies's XEL Position: Q4 2015 in Review

Crosspoint Capital Strategies sold out of Xcel Energy (XEL) in Q4 2015, closing a stake of 7,270 shares — an estimated $257K sold.

Crosspoint Capital Strategies first reported a position in XEL in Q4 2013 and held it in 8 quarters. The position peaked at $310K in Q4 2014. 566 funds tracked by Wall St. Rank hold XEL as of Q4 2015.

Crosspoint Capital Strategies reported no remaining Xcel Energy position as of Q4 2015 after selling out during the quarter.
Crosspoint Capital Strategies sold 7,270 Xcel Energy shares in Q4 2015, an estimated $257K.
Crosspoint Capital Strategies first reported a position in Xcel Energy in Q4 2013 and held it in 8 quarters.
Crosspoint Capital Strategies's Xcel Energy position peaked at $310K in Q4 2014.
566 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2015.

Based on Crosspoint Capital Strategies's 13F filing for Q4 2015, filed 16 Feb 2016.