ERTS Wealth Advisors’s Xcel Energy XEL Stock Holding History

ERTS Wealth 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
2019 Q1	–	Sell	-370	Closed	-$18K	–	308
2018 Q4	$18K	Buy	+370	New	+$18.6K	0.01%	219

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ERTS Wealth Advisors's XEL Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of Xcel Energy (XEL) in Q1 2019, closing a stake of 370 shares — an estimated $18K sold.

ERTS Wealth Advisors first reported a position in XEL in Q4 2018 and held it in 1 quarter. The position peaked at $18K in Q4 2018. 785 funds tracked by Wall St. Rank hold XEL as of Q1 2019.

ERTS Wealth Advisors reported no remaining Xcel Energy position as of Q1 2019 after selling out during the quarter.
ERTS Wealth Advisors sold 370 Xcel Energy shares in Q1 2019, an estimated $18K.
ERTS Wealth Advisors first reported a position in Xcel Energy in Q4 2018 and held it in 1 quarter.
ERTS Wealth Advisors's Xcel Energy position peaked at $18K in Q4 2018.
785 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.