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Orrstown Financial Services’s Xcel Energy XEL Stock Holding History

Orrstown 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
2018
Q3 		– Sell
-31
Closed -$1K – 305
2018
Q2 		$1K Hold
31
– – ﹤0.01% 310
2018
Q1 		$1K Hold
31
– – ﹤0.01% 337
2017
Q4 		$1K Hold
31
– – ﹤0.01% 337
2017
Q3 		$1K Buy
+31
New +$1.49K ﹤0.01% 330

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
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Orrstown Financial Services's XEL Position: Q3 2018 in Review

Orrstown Financial Services sold out of Xcel Energy (XEL) in Q3 2018, closing a stake of 31 shares — an estimated $1K sold.

Orrstown Financial Services first reported a position in XEL in Q3 2017 and held it in 4 quarters. The position peaked at $1K in Q2 2018. 697 funds tracked by Wall St. Rank hold XEL as of Q3 2018.

  • Orrstown Financial Services reported no remaining Xcel Energy position as of Q3 2018 after selling out during the quarter.
  • Orrstown Financial Services sold 31 Xcel Energy shares in Q3 2018, an estimated $1K.
  • Orrstown Financial Services first reported a position in Xcel Energy in Q3 2017 and held it in 4 quarters.
  • Orrstown Financial Services's Xcel Energy position peaked at $1K in Q2 2018.
  • 697 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2018.

Based on Orrstown Financial Services's 13F filing for Q3 2018, filed 23 Oct 2018.