Parametrica Management’s Xcel Energy XEL Stock Holding History

Parametrica Management’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	-4,762	Closed	-$225K	–	354
2018 Q3	$225K	Buy	+4,762	New	+$225K	0.49%	114
2017 Q3	–	Sell	-5,349	Closed	-$245K	–	450
2017 Q2	$245K	Buy	+5,349	New	+$246K	0.23%	186

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parametrica Management's XEL Position: Q4 2018 in Review

Parametrica Management sold out of Xcel Energy (XEL) in Q4 2018, closing a stake of 4,762 shares — an estimated $225K sold.

Parametrica Management first reported a position in XEL in Q2 2017 and held it in 2 quarters. The position peaked at $245K in Q2 2017. 758 funds tracked by Wall St. Rank hold XEL as of Q4 2018.

Parametrica Management reported no remaining Xcel Energy position as of Q4 2018 after selling out during the quarter.
Parametrica Management sold 4,762 Xcel Energy shares in Q4 2018, an estimated $225K.
Parametrica Management first reported a position in Xcel Energy in Q2 2017 and held it in 2 quarters.
Parametrica Management's Xcel Energy position peaked at $245K in Q2 2017.
758 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2018.

Based on Parametrica Management's 13F filing for Q4 2018, filed 12 Feb 2019.