WCA
TXNM

Westover Capital Advisors’s TXNM Energy Inc TXNM Stock Holding History

Westover Capital Advisors’s Portfolio TXNM Stock Details TXNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-11,161
Closed -$331K – 95
2014
Q4 		$331K Buy
+11,161
New +$316K 0.28% 72

Other funds holding TXNM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Westover Capital Advisors's TXNM Position: Q1 2015 in Review

Westover Capital Advisors sold out of TXNM Energy Inc (TXNM) in Q1 2015, closing a stake of 11,161 shares — an estimated $331K sold.

Westover Capital Advisors first reported a position in TXNM in Q4 2014 and held it in 1 quarter. The position peaked at $331K in Q4 2014. 217 funds tracked by Wall St. Rank hold TXNM as of Q1 2015.

  • Westover Capital Advisors reported no remaining TXNM Energy Inc position as of Q1 2015 after selling out during the quarter.
  • Westover Capital Advisors sold 11,161 TXNM Energy Inc shares in Q1 2015, an estimated $331K.
  • Westover Capital Advisors first reported a position in TXNM Energy Inc in Q4 2014 and held it in 1 quarter.
  • Westover Capital Advisors's TXNM Energy Inc position peaked at $331K in Q4 2014.
  • 217 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q1 2015.

Based on Westover Capital Advisors's 13F filing for Q1 2015, filed 13 May 2015.