Sterne Agee Group’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q1
Sell
-11,357
Closed -$408K 337
2014
Q4
$408K Buy
11,357
+1,131
+11% +$40.6K 0.06% 269
2014
Q3
$310K Buy
+10,226
New +$310K 0.05% 271