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East Coast Asset Management’s Xcel Energy XEL Stock Holding History

East Coast Asset Management’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 		– Sell
-188
Closed -$5K – 327
2013
Q2 		$5K Buy
+188
New +$5.62K ﹤0.01% 374

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

East Coast Asset Management's XEL Position: Q3 2013 in Review

East Coast Asset Management sold out of Xcel Energy (XEL) in Q3 2013, closing a stake of 188 shares — an estimated $5K sold.

East Coast Asset Management first reported a position in XEL in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 474 funds tracked by Wall St. Rank hold XEL as of Q3 2013.

  • East Coast Asset Management reported no remaining Xcel Energy position as of Q3 2013 after selling out during the quarter.
  • East Coast Asset Management sold 188 Xcel Energy shares in Q3 2013, an estimated $5K.
  • East Coast Asset Management first reported a position in Xcel Energy in Q2 2013 and held it in 1 quarter.
  • East Coast Asset Management's Xcel Energy position peaked at $5K in Q2 2013.
  • 474 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2013.

Based on East Coast Asset Management's 13F filing for Q3 2013, filed 14 Nov 2013.