Syntal Capital Partners’s Xcel Energy XEL Stock Holding History

Syntal Capital Partners’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
2015 Q4	–	Sell	-2,472	Closed	-$88K	–	144
2015 Q3	$88K	Hold	2,472	–	–	0.12%	69
2015 Q2	$79	Hold	2,472	–	–	0.08%	88
2015 Q1	$86K	Hold	2,472	–	–	0.11%	85
2014 Q4	$89K	Hold	2,472	–	–	0.05%	102
2014 Q3	$75K	Sell	2,472 -775	-24%	-$24.2K	0.04%	109
2014 Q2	$104K	Buy	+3,247	New	+$101K	0.05%	110

Other funds holding XEL

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

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

Syntal Capital Partners's XEL Position: Q4 2015 in Review

Syntal Capital Partners sold out of Xcel Energy (XEL) in Q4 2015, closing a stake of 2,472 shares — an estimated $88K sold.

Syntal Capital Partners first reported a position in XEL in Q2 2014 and held it in 6 quarters. The position peaked at $104K in Q2 2014. 566 funds tracked by Wall St. Rank hold XEL as of Q4 2015.

Syntal Capital Partners reported no remaining Xcel Energy position as of Q4 2015 after selling out during the quarter.
Syntal Capital Partners sold 2,472 Xcel Energy shares in Q4 2015, an estimated $88K.
Syntal Capital Partners first reported a position in Xcel Energy in Q2 2014 and held it in 6 quarters.
Syntal Capital Partners's Xcel Energy position peaked at $104K in Q2 2014.
566 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2015.

Based on Syntal Capital Partners's 13F filing for Q4 2015, filed 12 Feb 2016.