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Legacy Private Trust’s Xcel Energy XEL Stock Holding History

Legacy Private Trust’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
Q4 		– Sell
-5,851
Closed -$207K – 258
2015
Q3 		$207K Buy
+5,851
New +$199K 0.03% 230

Other funds holding XEL

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
Wellington Management Group
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
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

Legacy Private Trust's XEL Position: Q4 2015 in Review

Legacy Private Trust sold out of Xcel Energy (XEL) in Q4 2015, closing a stake of 5,851 shares — an estimated $207K sold.

Legacy Private Trust first reported a position in XEL in Q3 2015 and held it in 1 quarter. The position peaked at $207K in Q3 2015. 566 funds tracked by Wall St. Rank hold XEL as of Q4 2015.

  • Legacy Private Trust reported no remaining Xcel Energy position as of Q4 2015 after selling out during the quarter.
  • Legacy Private Trust sold 5,851 Xcel Energy shares in Q4 2015, an estimated $207K.
  • Legacy Private Trust first reported a position in Xcel Energy in Q3 2015 and held it in 1 quarter.
  • Legacy Private Trust's Xcel Energy position peaked at $207K in Q3 2015.
  • 566 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2015.

Based on Legacy Private Trust's 13F filing for Q4 2015, filed 12 Jan 2016.