1919 Investment Counsel’s Xcel Energy XEL Stock Holding History

1919 Investment Counsel’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
2014 Q3	$106K	Sell	3,470 -1,600	-32%	-$50.1K	﹤0.01%	618
2014 Q2	$164K	Sell	5,070 -200	-4%	-$6.2K	﹤0.01%	561
2014 Q1	$160K	Buy	5,270 +270	+5%	+$7.87K	﹤0.01%	553
2013 Q4	$140K	Hold	5,000	–	–	﹤0.01%	570
2013 Q3	$139K	Hold	5,000	–	–	﹤0.01%	559
2013 Q2	$142K	Buy	+5,000	New	+$149K	﹤0.01%	540

Other funds holding XEL

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

1919 Investment Counsel's XEL Position: Q3 2014 in Review

1919 Investment Counsel reduced its Xcel Energy (XEL) stake by 32% in Q3 2014, selling an estimated $50.1K and leaving 3,470 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

1919 Investment Counsel first reported a position in XEL in Q2 2013 and has held it in 6 quarters since. The position peaked at $164K in Q2 2014. 519 funds tracked by Wall St. Rank hold XEL as of Q3 2014.

1919 Investment Counsel held 3,470 shares of Xcel Energy worth $106K as of Q3 2014.
1919 Investment Counsel sold 1,600 Xcel Energy shares in Q3 2014, an estimated $50.1K.
Xcel Energy made up ﹤0.01% of 1919 Investment Counsel's portfolio in Q3 2014, its #618 holding.
1919 Investment Counsel first reported a position in Xcel Energy in Q2 2013 and has held it in 6 quarters since.
1919 Investment Counsel's Xcel Energy position peaked at $164K in Q2 2014.
519 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.