Essex Savings Bank’s Xcel Energy XEL Stock Holding History

Essex Savings Bank’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 Q3	–	Sell	-34	Closed	-$2K	–	620
2019 Q2	$2K	Hold	34	–	–	﹤0.01%	735
2019 Q1	$2K	Hold	34	–	–	﹤0.01%	621
2018 Q4	$2K	Buy	+34	New	+$1.71K	﹤0.01%	632

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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

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

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

Essex Savings Bank's XEL Position: Q3 2019 in Review

Essex Savings Bank sold out of Xcel Energy (XEL) in Q3 2019, closing a stake of 34 shares — an estimated $2K sold.

Essex Savings Bank first reported a position in XEL in Q4 2018 and held it in 3 quarters. The position peaked at $2K in Q2 2019. 806 funds tracked by Wall St. Rank hold XEL as of Q3 2019.

Essex Savings Bank reported no remaining Xcel Energy position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 34 Xcel Energy shares in Q3 2019, an estimated $2K.
Essex Savings Bank first reported a position in Xcel Energy in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's Xcel Energy position peaked at $2K in Q2 2019.
806 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.