Apriem Advisors’s Xcel Energy XEL Stock Holding History

Apriem Advisors’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	–	Sell	-4,000	Closed	-$129K	–	571
2014 Q2	$129K	Hold	4,000	–	–	0.05%	135
2014 Q1	$121K	Hold	4,000	–	–	0.05%	147
2013 Q4	$112K	Hold	4,000	–	–	0.04%	141
2013 Q3	$110K	Hold	4,000	–	–	0.05%	141
2013 Q2	$113K	Buy	+4,000	New	+$120K	0.06%	136

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

Apriem Advisors's XEL Position: Q3 2014 in Review

Apriem Advisors sold out of Xcel Energy (XEL) in Q3 2014, closing a stake of 4,000 shares — an estimated $129K sold.

Apriem Advisors first reported a position in XEL in Q2 2013 and held it in 5 quarters. The position peaked at $129K in Q2 2014. 519 funds tracked by Wall St. Rank hold XEL as of Q3 2014.

Apriem Advisors reported no remaining Xcel Energy position as of Q3 2014 after selling out during the quarter.
Apriem Advisors sold 4,000 Xcel Energy shares in Q3 2014, an estimated $129K.
Apriem Advisors first reported a position in Xcel Energy in Q2 2013 and held it in 5 quarters.
Apriem Advisors's Xcel Energy position peaked at $129K in Q2 2014.
519 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2014.

Based on Apriem Advisors's 13F filing for Q3 2014, filed 10 Nov 2014.