McAdam LLC’s Xcel Energy XEL Stock Holding History

McAdam LLC’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
2018 Q4	–	Sell	-2,017	Closed	-$96K	–	628
2018 Q3	$96K	Sell	2,017 -116	-5%	-$5.48K	0.04%	110
2018 Q2	$97K	Sell	2,133 -17	-0.8%	-$761	0.04%	102
2018 Q1	$98K	Buy	+2,150	New	+$95.8K	0.05%	100

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

McAdam LLC's XEL Position: Q4 2018 in Review

McAdam LLC sold out of Xcel Energy (XEL) in Q4 2018, closing a stake of 2,017 shares — an estimated $96K sold.

McAdam LLC first reported a position in XEL in Q1 2018 and held it in 3 quarters. The position peaked at $98K in Q1 2018. 759 funds tracked by Wall St. Rank hold XEL as of Q4 2018.

McAdam LLC reported no remaining Xcel Energy position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 2,017 Xcel Energy shares in Q4 2018, an estimated $96K.
McAdam LLC first reported a position in Xcel Energy in Q1 2018 and held it in 3 quarters.
McAdam LLC's Xcel Energy position peaked at $98K in Q1 2018.
759 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.