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Loeb Partners Corp’s Xcel Energy XEL Stock Holding History

Loeb Partners Corp’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
2017
Q1 		– Sell
-10,000
Closed -$407K – 171
2016
Q4 		$407K Hold
10,000
– – 0.14% 119
2016
Q3 		$411K Hold
10,000
– – 0.15% 112
2016
Q2 		$448K Buy
+10,000
New +$414K 0.15% 110

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Loeb Partners Corp's XEL Position: Q1 2017 in Review

Loeb Partners Corp sold out of Xcel Energy (XEL) in Q1 2017, closing a stake of 10,000 shares — an estimated $407K sold.

Loeb Partners Corp first reported a position in XEL in Q2 2016 and held it in 3 quarters. The position peaked at $448K in Q2 2016. 625 funds tracked by Wall St. Rank hold XEL as of Q1 2017.

  • Loeb Partners Corp reported no remaining Xcel Energy position as of Q1 2017 after selling out during the quarter.
  • Loeb Partners Corp sold 10,000 Xcel Energy shares in Q1 2017, an estimated $407K.
  • Loeb Partners Corp first reported a position in Xcel Energy in Q2 2016 and held it in 3 quarters.
  • Loeb Partners Corp's Xcel Energy position peaked at $448K in Q2 2016.
  • 625 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2017.

Based on Loeb Partners Corp's 13F filing for Q1 2017, filed 21 Apr 2017.