West Oak Capital’s Xcel Energy XEL Stock Holding History

West Oak Capital’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
2017 Q1	–	Sell	-200	Closed	-$8.14K	–	388
2016 Q4	$8.14K	Hold	200	–	–	0.01%	287
2016 Q3	$8.23K	Hold	200	–	–	0.01%	299
2016 Q2	$8.96K	Buy	+200	New	+$8.28K	0.01%	270

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

West Oak Capital's XEL Position: Q1 2017 in Review

West Oak Capital sold out of Xcel Energy (XEL) in Q1 2017, closing a stake of 200 shares — an estimated $8.14K sold.

West Oak Capital first reported a position in XEL in Q2 2016 and held it in 3 quarters. The position peaked at $8.96K in Q2 2016. 625 funds tracked by Wall St. Rank hold XEL as of Q1 2017.

West Oak Capital reported no remaining Xcel Energy position as of Q1 2017 after selling out during the quarter.
West Oak Capital sold 200 Xcel Energy shares in Q1 2017, an estimated $8.14K.
West Oak Capital first reported a position in Xcel Energy in Q2 2016 and held it in 3 quarters.
West Oak Capital's Xcel Energy position peaked at $8.96K in Q2 2016.
625 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2017.

Based on West Oak Capital's 13F filing for Q1 2017, filed 6 Apr 2017.