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Gryphon Financial Partners’s Xcel Energy XEL Stock Holding History

Gryphon Financial Partners’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
2018
Q3 		– Sell
-3,136
Closed -$144K – 839
2018
Q2 		$144K Buy
3,136
+495
+19% +$22.2K 0.07% 104
2018
Q1 		$121K Hold
2,641
– – 0.06% 117
2017
Q4 		$127K Buy
+2,641
New +$131K 0.07% 115

Other funds holding XEL

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gryphon Financial Partners's XEL Position: Q3 2018 in Review

Gryphon Financial Partners sold out of Xcel Energy (XEL) in Q3 2018, closing a stake of 3,136 shares — an estimated $144K sold.

Gryphon Financial Partners first reported a position in XEL in Q4 2017 and held it in 3 quarters. The position peaked at $144K in Q2 2018. 697 funds tracked by Wall St. Rank hold XEL as of Q3 2018.

  • Gryphon Financial Partners reported no remaining Xcel Energy position as of Q3 2018 after selling out during the quarter.
  • Gryphon Financial Partners sold 3,136 Xcel Energy shares in Q3 2018, an estimated $144K.
  • Gryphon Financial Partners first reported a position in Xcel Energy in Q4 2017 and held it in 3 quarters.
  • Gryphon Financial Partners's Xcel Energy position peaked at $144K in Q2 2018.
  • 697 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2018.

Based on Gryphon Financial Partners's 13F filing for Q3 2018, filed 6 Nov 2018.