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Beech Hill Advisors’s Xcel Energy XEL Stock Holding History

Beech Hill 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
-13,250
Closed -$427K – 149
2014
Q2 		$427K Sell
13,250
-1,700
-11% -$52.7K 0.19% 95
2014
Q1 		$454K Sell
14,950
-1,100
-7% -$32.1K 0.21% 91
2013
Q4 		$448K Sell
16,050
-2,000
-11% -$56.5K 0.23% 83
2013
Q3 		$498K Hold
18,050
– – 0.27% 70
2013
Q2 		$512K Buy
+18,050
New +$539K 0.29% 68

Other funds holding XEL

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Beech Hill Advisors's XEL Position: Q3 2014 in Review

Beech Hill Advisors sold out of Xcel Energy (XEL) in Q3 2014, closing a stake of 13,250 shares — an estimated $427K sold.

Beech Hill Advisors first reported a position in XEL in Q2 2013 and held it in 5 quarters. The position peaked at $512K in Q2 2013. 519 funds tracked by Wall St. Rank hold XEL as of Q3 2014.

  • Beech Hill Advisors reported no remaining Xcel Energy position as of Q3 2014 after selling out during the quarter.
  • Beech Hill Advisors sold 13,250 Xcel Energy shares in Q3 2014, an estimated $427K.
  • Beech Hill Advisors first reported a position in Xcel Energy in Q2 2013 and held it in 5 quarters.
  • Beech Hill Advisors's Xcel Energy position peaked at $512K in Q2 2013.
  • 519 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2014.

Based on Beech Hill Advisors's 13F filing for Q3 2014, filed 21 Oct 2014.