EisnerAmper Wealth Management Corporate Benefits’s Xcel Energy XEL Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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	-19,959	Closed	-$707K	–	79
2015 Q3	$707K	Buy	19,959 +1,700	+9%	+$57.8K	0.5%	40
2015 Q2	$588K	Sell	18,259 -1,433	-7%	-$48.2K	0.45%	47
2015 Q1	$685K	Buy	19,692 +935	+5%	+$33.4K	0.52%	41
2014 Q4	$673K	Buy	+18,757	New	+$630K	0.53%	36

Other funds holding XEL

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's XEL Position: Q4 2015 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of Xcel Energy (XEL) in Q4 2015, closing a stake of 19,959 shares — an estimated $707K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in XEL in Q4 2014 and held it in 4 quarters. The position peaked at $707K in Q3 2015. 566 funds tracked by Wall St. Rank hold XEL as of Q4 2015.

EisnerAmper Wealth Management Corporate Benefits reported no remaining Xcel Energy position as of Q4 2015 after selling out during the quarter.
EisnerAmper Wealth Management Corporate Benefits sold 19,959 Xcel Energy shares in Q4 2015, an estimated $707K.
EisnerAmper Wealth Management Corporate Benefits first reported a position in Xcel Energy in Q4 2014 and held it in 4 quarters.
EisnerAmper Wealth Management Corporate Benefits's Xcel Energy position peaked at $707K in Q3 2015.
566 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2015.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2015, filed 4 Jan 2016.