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Godshalk Welsh Capital Management’s Xcel Energy XEL Stock Holding History

Godshalk Welsh Capital 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
2015
Q1 		– Sell
-800
Closed -$29K – 250
2014
Q4 		$29K Buy
+800
New +$26.9K 0.03% 227

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JP Morgan Chase
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Godshalk Welsh Capital Management's XEL Position: Q1 2015 in Review

Godshalk Welsh Capital Management sold out of Xcel Energy (XEL) in Q1 2015, closing a stake of 800 shares — an estimated $29K sold.

Godshalk Welsh Capital Management first reported a position in XEL in Q4 2014 and held it in 1 quarter. The position peaked at $29K in Q4 2014. 546 funds tracked by Wall St. Rank hold XEL as of Q1 2015.

  • Godshalk Welsh Capital Management reported no remaining Xcel Energy position as of Q1 2015 after selling out during the quarter.
  • Godshalk Welsh Capital Management sold 800 Xcel Energy shares in Q1 2015, an estimated $29K.
  • Godshalk Welsh Capital Management first reported a position in Xcel Energy in Q4 2014 and held it in 1 quarter.
  • Godshalk Welsh Capital Management's Xcel Energy position peaked at $29K in Q4 2014.
  • 546 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2015.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2015, filed 12 May 2015.