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Jamison Eaton & Wood’s Xcel Energy XEL Stock Holding History

Jamison Eaton & Wood’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
Q4 		– Sell
-1,300
Closed -$36K – 212
2013
Q3 		$36K Buy
+1,300
New +$37.2K 0.01% 185

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

Jamison Eaton & Wood's XEL Position: Q4 2013 in Review

Jamison Eaton & Wood sold out of Xcel Energy (XEL) in Q4 2013, closing a stake of 1,300 shares — an estimated $36K sold.

Jamison Eaton & Wood first reported a position in XEL in Q3 2013 and held it in 1 quarter. The position peaked at $36K in Q3 2013. 493 funds tracked by Wall St. Rank hold XEL as of Q4 2013.

  • Jamison Eaton & Wood reported no remaining Xcel Energy position as of Q4 2013 after selling out during the quarter.
  • Jamison Eaton & Wood sold 1,300 Xcel Energy shares in Q4 2013, an estimated $36K.
  • Jamison Eaton & Wood first reported a position in Xcel Energy in Q3 2013 and held it in 1 quarter.
  • Jamison Eaton & Wood's Xcel Energy position peaked at $36K in Q3 2013.
  • 493 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2013.

Based on Jamison Eaton & Wood's 13F filing for Q4 2013, filed 11 Feb 2014.