Vigilant Capital Management’s Xcel Energy XEL Stock Holding History

Vigilant Capital Management’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 Q3	–	Sell	-84	Closed	-$4K	–	487
2018 Q2	$4K	Buy	+84	New	+$3.76K	﹤0.01%	436
2018 Q1	–	Sell	-350	Closed	-$17K	–	472
2017 Q4	$17K	Buy	+350	New	+$17.4K	﹤0.01%	308
2016 Q4	–	Sell	-522	Closed	-$21K	–	298
2016 Q3	$21K	Hold	522	–	–	﹤0.01%	227
2016 Q2	$23K	Hold	522	–	–	﹤0.01%	215
2016 Q1	$22K	Hold	522	–	–	﹤0.01%	197
2015 Q4	$19K	Buy	+522	New	+$18.6K	﹤0.01%	220

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vigilant Capital Management's XEL Position: Q3 2018 in Review

Vigilant Capital Management sold out of Xcel Energy (XEL) in Q3 2018, closing a stake of 84 shares — an estimated $4K sold.

Vigilant Capital Management first reported a position in XEL in Q4 2015 and held it in 6 quarters. The position peaked at $23K in Q2 2016. 697 funds tracked by Wall St. Rank hold XEL as of Q3 2018.

Vigilant Capital Management reported no remaining Xcel Energy position as of Q3 2018 after selling out during the quarter.
Vigilant Capital Management sold 84 Xcel Energy shares in Q3 2018, an estimated $4K.
Vigilant Capital Management first reported a position in Xcel Energy in Q4 2015 and held it in 6 quarters.
Vigilant Capital Management's Xcel Energy position peaked at $23K in Q2 2016.
697 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2018.

Based on Vigilant Capital Management's 13F filing for Q3 2018, filed 11 Oct 2018.