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Polaris Wealth Advisory Group’s Xcel Energy XEL Stock Holding History

Polaris Wealth Advisory Group’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
2016
Q1 		– Sell
-12,460
Closed -$447K – 154
2015
Q4 		$447K Buy
+12,460
New +$445K 0.07% 90

Other funds holding XEL

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Polaris Wealth Advisory Group's XEL Position: Q1 2016 in Review

Polaris Wealth Advisory Group sold out of Xcel Energy (XEL) in Q1 2016, closing a stake of 12,460 shares — an estimated $447K sold.

Polaris Wealth Advisory Group first reported a position in XEL in Q4 2015 and held it in 1 quarter. The position peaked at $447K in Q4 2015. 582 funds tracked by Wall St. Rank hold XEL as of Q1 2016.

  • Polaris Wealth Advisory Group reported no remaining Xcel Energy position as of Q1 2016 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 12,460 Xcel Energy shares in Q1 2016, an estimated $447K.
  • Polaris Wealth Advisory Group first reported a position in Xcel Energy in Q4 2015 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Xcel Energy position peaked at $447K in Q4 2015.
  • 582 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2016.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2016, filed 29 Apr 2016.