Kohmann Bosshard Financial Services’s Xcel Energy XEL Stock Holding History

Kohmann Bosshard Financial Services’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
2019 Q2	–	Sell	-4,500	Closed	-$253K	–	122
2019 Q1	$253K	Hold	4,500	–	–	0.12%	66
2018 Q4	$222K	Hold	4,500	–	–	0.12%	67
2018 Q3	$212K	Hold	4,500	–	–	0.1%	63
2018 Q2	$206K	Hold	4,500	–	–	0.12%	62
2018 Q1	$205K	Hold	4,500	–	–	0.12%	62
2017 Q4	$216K	Hold	4,500	–	–	0.14%	60
2017 Q3	$213K	Buy	+4,500	New	+$216K	0.15%	59
2017 Q1	$200K	Buy	+4,500	New	+$191K	0.17%	60

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kohmann Bosshard Financial Services's XEL Position: Q2 2019 in Review

Kohmann Bosshard Financial Services sold out of Xcel Energy (XEL) in Q2 2019, closing a stake of 4,500 shares — an estimated $253K sold.

Kohmann Bosshard Financial Services first reported a position in XEL in Q1 2017 and held it in 8 quarters. The position peaked at $253K in Q1 2019. 792 funds tracked by Wall St. Rank hold XEL as of Q2 2019.

Kohmann Bosshard Financial Services reported no remaining Xcel Energy position as of Q2 2019 after selling out during the quarter.
Kohmann Bosshard Financial Services sold 4,500 Xcel Energy shares in Q2 2019, an estimated $253K.
Kohmann Bosshard Financial Services first reported a position in Xcel Energy in Q1 2017 and held it in 8 quarters.
Kohmann Bosshard Financial Services's Xcel Energy position peaked at $253K in Q1 2019.
792 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2019.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2019, filed 10 Jul 2019.