J. Safra Asset Management’s Xcel Energy XEL Stock Holding History

J. Safra Asset Management’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 Q4	–	Sell	-769	Closed	-$32K	–	135
2016 Q3	$32K	Hold	769	–	–	0.06%	89
2016 Q2	$34K	Buy	+769	New	+$31.8K	0.06%	130

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

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

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

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

J. Safra Asset Management's XEL Position: Q4 2016 in Review

J. Safra Asset Management sold out of Xcel Energy (XEL) in Q4 2016, closing a stake of 769 shares — an estimated $32K sold.

J. Safra Asset Management first reported a position in XEL in Q2 2016 and held it in 2 quarters. The position peaked at $34K in Q2 2016. 628 funds tracked by Wall St. Rank hold XEL as of Q4 2016.

J. Safra Asset Management reported no remaining Xcel Energy position as of Q4 2016 after selling out during the quarter.
J. Safra Asset Management sold 769 Xcel Energy shares in Q4 2016, an estimated $32K.
J. Safra Asset Management first reported a position in Xcel Energy in Q2 2016 and held it in 2 quarters.
J. Safra Asset Management's Xcel Energy position peaked at $34K in Q2 2016.
628 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2016.

Based on J. Safra Asset Management's 13F filing for Q4 2016, filed 9 Feb 2017.