Klingman & Associates’s Xcel Energy XEL Stock Holding History

Klingman & Associates’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	-687	Closed	-$28K	–	323
2016 Q3	$28K	Hold	687	–	–	0.01%	237
2016 Q2	$31K	Hold	687	–	–	0.01%	230
2016 Q1	$29K	Hold	687	–	–	0.01%	228
2015 Q4	$25K	Hold	687	–	–	0.01%	255
2015 Q3	$24K	Hold	687	–	–	0.01%	250
2015 Q2	$22K	Hold	687	–	–	0.01%	250
2015 Q1	$24K	Buy	+687	New	+$24.6K	0.01%	223

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

Klingman & Associates's XEL Position: Q4 2016 in Review

Klingman & Associates sold out of Xcel Energy (XEL) in Q4 2016, closing a stake of 687 shares — an estimated $28K sold.

Klingman & Associates first reported a position in XEL in Q1 2015 and held it in 7 quarters. The position peaked at $31K in Q2 2016. 628 funds tracked by Wall St. Rank hold XEL as of Q4 2016.

Klingman & Associates reported no remaining Xcel Energy position as of Q4 2016 after selling out during the quarter.
Klingman & Associates sold 687 Xcel Energy shares in Q4 2016, an estimated $28K.
Klingman & Associates first reported a position in Xcel Energy in Q1 2015 and held it in 7 quarters.
Klingman & Associates's Xcel Energy position peaked at $31K in Q2 2016.
628 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.