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Physicians Financial Services’s Xcel Energy XEL Stock Holding History

Physicians 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
2017
Q1 		– Sell
-96
Closed -$4K – 265
2016
Q4 		$4K Hold
96
– – ﹤0.01% 278
2016
Q3 		$4K Buy
96
+1
+1% +$43 ﹤0.01% 273
2016
Q2 		$4K Buy
95
+1
+1% +$41 ﹤0.01% 266
2016
Q1 		$4K Buy
94
+1
+1% +$39 ﹤0.01% 270
2015
Q4 		$3K Buy
+93
New +$3.32K ﹤0.01% 285

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

Physicians Financial Services's XEL Position: Q1 2017 in Review

Physicians Financial Services sold out of Xcel Energy (XEL) in Q1 2017, closing a stake of 96 shares — an estimated $4K sold.

Physicians Financial Services first reported a position in XEL in Q4 2015 and held it in 5 quarters. The position peaked at $4K in Q4 2016. 625 funds tracked by Wall St. Rank hold XEL as of Q1 2017.

  • Physicians Financial Services reported no remaining Xcel Energy position as of Q1 2017 after selling out during the quarter.
  • Physicians Financial Services sold 96 Xcel Energy shares in Q1 2017, an estimated $4K.
  • Physicians Financial Services first reported a position in Xcel Energy in Q4 2015 and held it in 5 quarters.
  • Physicians Financial Services's Xcel Energy position peaked at $4K in Q4 2016.
  • 625 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.