Index Management Solutions’s Xcel Energy XEL Stock Holding History

Index Management Solutions’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
2015 Q3	$80K	Buy	2,253 +125	+6%	+$4.25K	0.08%	81
2015 Q2	$68K	Buy	2,128 +983	+86%	+$33.1K	0.06%	157
2015 Q1	$40K	Sell	1,145 -104	-8%	-$3.72K	0.03%	175
2014 Q4	$45K	Sell	1,249 -812	-39%	-$27.3K	0.01%	392
2014 Q3	$63K	Buy	2,061 +359	+21%	+$11.2K	0.01%	801
2014 Q2	$55K	Sell	1,702 -193	-10%	-$5.98K	0.01%	800
2014 Q1	$58K	Sell	1,895 -1,146	-38%	-$33.4K	0.01%	736
2013 Q4	$85K	Buy	3,041 +300	+11%	+$8.47K	0.02%	254
2013 Q3	$76K	Buy	+2,741	New	+$78.4K	0.02%	273

Other funds holding XEL

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Index Management Solutions's XEL Position: Q3 2015 in Review

Index Management Solutions increased its Xcel Energy (XEL) stake by 5.9% in Q3 2015, buying an estimated $4.25K and bringing the position to 2,253 shares worth $80K. The position accounts for 0.08% of the portfolio, ranked #81.

Index Management Solutions first reported a position in XEL in Q3 2013 and has held it in 9 quarters since. The position peaked at $85K in Q4 2013. 540 funds tracked by Wall St. Rank hold XEL as of Q3 2015.

Index Management Solutions held 2,253 shares of Xcel Energy worth $80K as of Q3 2015.
Index Management Solutions bought 125 Xcel Energy shares in Q3 2015, an estimated $4.25K.
Xcel Energy made up 0.08% of Index Management Solutions's portfolio in Q3 2015, its #81 holding.
Index Management Solutions first reported a position in Xcel Energy in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's Xcel Energy position peaked at $85K in Q4 2013.
540 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.