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AFT Forsyth & Company’s Xcel Energy XEL Stock Holding History

AFT Forsyth & Company’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
2013
Q3 		$10K Hold
347
– – 0.01% 272
2013
Q2 		$10K Buy
+347
New +$10.4K 0.01% 252

Other funds holding XEL

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AFT Forsyth & Company's XEL Position: Q3 2013 in Review

AFT Forsyth & Company held its Xcel Energy (XEL) position steady in Q3 2013 at 347 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #272.

AFT Forsyth & Company first reported a position in XEL in Q2 2013 and has held it in 2 quarters since. 474 funds tracked by Wall St. Rank hold XEL as of Q3 2013.

  • AFT Forsyth & Company held 347 shares of Xcel Energy worth $10K as of Q3 2013.
  • AFT Forsyth & Company left its Xcel Energy share count unchanged in Q3 2013.
  • Xcel Energy made up 0.01% of AFT Forsyth & Company's portfolio in Q3 2013, its #272 holding.
  • AFT Forsyth & Company first reported a position in Xcel Energy in Q2 2013 and has held it in 2 quarters since.
  • 474 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2013.

Based on AFT Forsyth & Company's 13F filing for Q3 2013, filed 8 Nov 2013.