Shinko Asset Management Company’s Xcel Energy XEL Stock Holding History

Shinko Asset Management Company’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 Q3	$55K	Hold	1,328	–	–	﹤0.01%	505
2016 Q2	$59K	Hold	1,328	–	–	﹤0.01%	484
2016 Q1	$56K	Sell	1,328 -152	-10%	-$5.92K	﹤0.01%	495
2015 Q4	$53K	Hold	1,480	–	–	﹤0.01%	516
2015 Q3	$52K	Hold	1,480	–	–	﹤0.01%	511
2015 Q2	$48K	Sell	1,480 -196	-12%	-$6.59K	﹤0.01%	472
2015 Q1	$58K	Hold	1,676	–	–	﹤0.01%	396
2014 Q4	$60K	Sell	1,676 -200	-11%	-$6.71K	﹤0.01%	397
2014 Q3	$57K	Sell	1,876 -300	-14%	-$9.39K	﹤0.01%	436
2014 Q2	$70K	Hold	2,176	–	–	﹤0.01%	394
2014 Q1	$66K	Hold	2,176	–	–	﹤0.01%	394
2013 Q4	$61K	Sell	2,176 -324	-13%	-$9.15K	﹤0.01%	436
2013 Q3	$69K	Hold	2,500	–	–	﹤0.01%	397
2013 Q2	$71K	Buy	+2,500	New	+$74.7K	﹤0.01%	385

Other funds holding XEL

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

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

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

Shinko Asset Management Company's XEL Position: Q3 2016 in Review

Shinko Asset Management Company held its Xcel Energy (XEL) position steady in Q3 2016 at 1,328 shares worth $55K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Shinko Asset Management Company first reported a position in XEL in Q2 2013 and has held it in 14 quarters since. The position peaked at $71K in Q2 2013. 585 funds tracked by Wall St. Rank hold XEL as of Q3 2016.

Shinko Asset Management Company held 1,328 shares of Xcel Energy worth $55K as of Q3 2016.
Shinko Asset Management Company left its Xcel Energy share count unchanged in Q3 2016.
Xcel Energy made up ﹤0.01% of Shinko Asset Management Company's portfolio in Q3 2016, its #505 holding.
Shinko Asset Management Company first reported a position in Xcel Energy in Q2 2013 and has held it in 14 quarters since.
Shinko Asset Management Company's Xcel Energy position peaked at $71K in Q2 2013.
585 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2016.

Based on Shinko Asset Management Company's 13F filing for Q3 2016, filed 24 Oct 2016.