Teachers Insurance & Annuity Association of America’s Xcel Energy XEL Stock Holding History

Teachers Insurance & Annuity Association of America’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	-220,254	Closed	-$10.6M	–	327
2017 Q4	$10.6M	Hold	220,254	–	–	0.54%	56
2017 Q3	$10.4M	Buy	220,254 +1,054	+0.5%	+$50.6K	0.28%	63
2017 Q2	$10.1M	Buy	219,200 +15,800	+8%	+$727K	0.35%	66
2017 Q1	$9.04M	Hold	203,400	–	–	0.39%	75
2016 Q4	$8.28M	Sell	203,400 -66,800	-25%	-$2.67M	0.28%	79
2016 Q3	$11.1M	Hold	270,200	–	–	0.27%	54
2016 Q2	$12.1M	Hold	270,200	–	–	0.54%	46
2016 Q1	$11.3M	Hold	270,200	–	–	0.52%	49
2015 Q4	$9.7M	Buy	+270,200	New	+$9.65M	0.47%	55

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

Teachers Insurance & Annuity Association of America's XEL Position: Q1 2018 in Review

Teachers Insurance & Annuity Association of America sold out of Xcel Energy (XEL) in Q1 2018, closing a stake of 220,254 shares — an estimated $10.6M sold.

Teachers Insurance & Annuity Association of America first reported a position in XEL in Q4 2015 and held it in 9 quarters. The position peaked at $12.1M in Q2 2016. 711 funds tracked by Wall St. Rank hold XEL as of Q1 2018.

Teachers Insurance & Annuity Association of America reported no remaining Xcel Energy position as of Q1 2018 after selling out during the quarter.
Teachers Insurance & Annuity Association of America sold 220,254 Xcel Energy shares in Q1 2018, an estimated $10.6M.
Teachers Insurance & Annuity Association of America first reported a position in Xcel Energy in Q4 2015 and held it in 9 quarters.
Teachers Insurance & Annuity Association of America's Xcel Energy position peaked at $12.1M in Q2 2016.
711 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2018.

Based on Teachers Insurance & Annuity Association of America's 13F filing for Q1 2018, filed 8 May 2018.