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Pinnacle Summer Investments’s Xcel Energy XEL Stock Holding History

Pinnacle Summer Investments’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
2014
Q1 		– Sell
-2,907
Closed -$81K – 1008
2013
Q4 		$81K Buy
2,907
+28
+1% +$791 0.01% 393
2013
Q3 		$79K Buy
2,879
+26
+0.9% +$743 0.01% 366
2013
Q2 		$81K Buy
+2,853
New +$85.3K 0.02% 319

Other funds holding XEL

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Pinnacle Summer Investments's XEL Position: Q1 2014 in Review

Pinnacle Summer Investments sold out of Xcel Energy (XEL) in Q1 2014, closing a stake of 2,907 shares — an estimated $81K sold.

Pinnacle Summer Investments first reported a position in XEL in Q2 2013 and held it in 3 quarters. The position peaked at $81K in Q4 2013. 510 funds tracked by Wall St. Rank hold XEL as of Q1 2014.

  • Pinnacle Summer Investments reported no remaining Xcel Energy position as of Q1 2014 after selling out during the quarter.
  • Pinnacle Summer Investments sold 2,907 Xcel Energy shares in Q1 2014, an estimated $81K.
  • Pinnacle Summer Investments first reported a position in Xcel Energy in Q2 2013 and held it in 3 quarters.
  • Pinnacle Summer Investments's Xcel Energy position peaked at $81K in Q4 2013.
  • 510 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2014.

Based on Pinnacle Summer Investments's 13F filing for Q1 2014, filed 16 May 2014.