First New York Securities’s Xcel Energy XEL Stock Holding History

First New York Securities’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
2016 Q3	–	Sell	-2,000	Closed	-$89.6K	–	311
2016 Q2	$89.6K	Buy	+2,000	New	+$82.8K	0.06%	81

Other funds holding XEL

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First New York Securities's XEL Position: Q3 2016 in Review

First New York Securities sold out of Xcel Energy (XEL) in Q3 2016, closing a stake of 2,000 shares — an estimated $89.6K sold.

First New York Securities first reported a position in XEL in Q2 2016 and held it in 1 quarter. The position peaked at $89.6K in Q2 2016. 585 funds tracked by Wall St. Rank hold XEL as of Q3 2016.

First New York Securities reported no remaining Xcel Energy position as of Q3 2016 after selling out during the quarter.
First New York Securities sold 2,000 Xcel Energy shares in Q3 2016, an estimated $89.6K.
First New York Securities first reported a position in Xcel Energy in Q2 2016 and held it in 1 quarter.
First New York Securities's Xcel Energy position peaked at $89.6K in Q2 2016.
585 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2016.

Based on First New York Securities's 13F filing for Q3 2016, filed 18 Oct 2016.