Rossmore Private Capital’s Xcel Energy XEL Stock Holding History

Rossmore Private Capital’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 Q1	–	Sell	-247	Closed	-$11.9K	–	407
2017 Q4	$11.9K	Buy	+247	New	+$12.3K	0.01%	291

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rossmore Private Capital's XEL Position: Q1 2018 in Review

Rossmore Private Capital sold out of Xcel Energy (XEL) in Q1 2018, closing a stake of 247 shares — an estimated $11.9K sold.

Rossmore Private Capital first reported a position in XEL in Q4 2017 and held it in 1 quarter. The position peaked at $11.9K in Q4 2017. 710 funds tracked by Wall St. Rank hold XEL as of Q1 2018.

Rossmore Private Capital reported no remaining Xcel Energy position as of Q1 2018 after selling out during the quarter.
Rossmore Private Capital sold 247 Xcel Energy shares in Q1 2018, an estimated $11.9K.
Rossmore Private Capital first reported a position in Xcel Energy in Q4 2017 and held it in 1 quarter.
Rossmore Private Capital's Xcel Energy position peaked at $11.9K in Q4 2017.
710 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2018.

Based on Rossmore Private Capital's 13F filing for Q1 2018, filed 4 May 2018.