Managed Account Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q2 | $5.34M | Buy |
166,050
+32,757
| +25% | +$1.05M | ﹤0.01% | 1394 |
|
2015
Q1 | $4.64M | Sell |
133,293
-9,451
| -7% | -$329K | ﹤0.01% | 1461 |
|
2014
Q4 | $5.13M | Sell |
142,744
-22,207
| -13% | -$798K | 0.01% | 1386 |
|
2014
Q3 | $5.01M | Sell |
164,951
-2,069
| -1% | -$62.9K | 0.01% | 1370 |
|
2014
Q2 | $5.38M | Sell |
167,020
-20,016
| -11% | -$645K | 0.01% | 1328 |
|
2014
Q1 | $5.68M | Sell |
187,036
-3,991
| -2% | -$121K | 0.01% | 1254 |
|
2013
Q4 | $5.34M | Sell |
191,027
-6,637
| -3% | -$185K | 0.01% | 1265 |
|
2013
Q3 | $5.46M | Buy |
197,664
+25,826
| +15% | +$713K | 0.01% | 1204 |
|
2013
Q2 | $4.87M | Buy |
+171,838
| New | +$4.87M | 0.01% | 1204 |
|