First Mercantile Trust’s Xcel Energy XEL Stock Holding History

First Mercantile Trust’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	-830	Closed	-$41K	–	931
2018 Q4	$41K	Buy	830 +350	+73%	+$17.6K	0.01%	800
2018 Q3	$23K	Sell	480 -100	-17%	-$4.72K	﹤0.01%	846
2018 Q2	$26K	Buy	+580	New	+$26K	0.01%	869

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

First Mercantile Trust's XEL Position: Q1 2019 in Review

First Mercantile Trust sold out of Xcel Energy (XEL) in Q1 2019, closing a stake of 830 shares — an estimated $41K sold.

First Mercantile Trust first reported a position in XEL in Q2 2018 and held it in 3 quarters. The position peaked at $41K in Q4 2018. 785 funds tracked by Wall St. Rank hold XEL as of Q1 2019.

First Mercantile Trust reported no remaining Xcel Energy position as of Q1 2019 after selling out during the quarter.
First Mercantile Trust sold 830 Xcel Energy shares in Q1 2019, an estimated $41K.
First Mercantile Trust first reported a position in Xcel Energy in Q2 2018 and held it in 3 quarters.
First Mercantile Trust's Xcel Energy position peaked at $41K in Q4 2018.
785 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2019.

Based on First Mercantile Trust's 13F filing for Q1 2019, filed 6 May 2019.