TDAM USA’s Xcel Energy XEL Stock Holding History

TDAM USA’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
2019 Q1	–	Sell	-4,415	Closed	-$218K	–	307
2018 Q4	$218K	Hold	4,415	–	–	0.02%	302
2018 Q3	$208K	Hold	4,415	–	–	0.01%	320
2018 Q2	$202K	Hold	4,415	–	–	0.01%	317
2018 Q1	$201K	Hold	4,415	–	–	0.01%	323
2017 Q4	$212K	Hold	4,415	–	–	0.01%	318
2017 Q3	$209K	Hold	4,415	–	–	0.01%	320
2017 Q2	$203K	Buy	+4,415	New	+$203K	0.01%	321
2016 Q4	–	Sell	-5,440	Closed	-$224K	–	393
2016 Q3	$224K	Buy	+5,440	New	+$233K	0.01%	337

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TDAM USA's XEL Position: Q1 2019 in Review

TDAM USA sold out of Xcel Energy (XEL) in Q1 2019, closing a stake of 4,415 shares — an estimated $218K sold.

TDAM USA first reported a position in XEL in Q3 2016 and held it in 8 quarters. The position peaked at $224K in Q3 2016. 785 funds tracked by Wall St. Rank hold XEL as of Q1 2019.

TDAM USA reported no remaining Xcel Energy position as of Q1 2019 after selling out during the quarter.
TDAM USA sold 4,415 Xcel Energy shares in Q1 2019, an estimated $218K.
TDAM USA first reported a position in Xcel Energy in Q3 2016 and held it in 8 quarters.
TDAM USA's Xcel Energy position peaked at $224K in Q3 2016.
785 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2019.

Based on TDAM USA's 13F filing for Q1 2019, filed 8 May 2019.