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LifePlan Financial Group’s Xcel Energy XEL Stock Holding History

LifePlan Financial Group’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
-48
Closed -$1K – 237
2013
Q2 		$1K Buy
+48
New +$1.43K ﹤0.01% 192

Other funds holding XEL

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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

LifePlan Financial Group's XEL Position: Q3 2013 in Review

LifePlan Financial Group sold out of Xcel Energy (XEL) in Q3 2013, closing a stake of 48 shares — an estimated $1K sold.

LifePlan Financial Group first reported a position in XEL in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 474 funds tracked by Wall St. Rank hold XEL as of Q3 2013.

  • LifePlan Financial Group reported no remaining Xcel Energy position as of Q3 2013 after selling out during the quarter.
  • LifePlan Financial Group sold 48 Xcel Energy shares in Q3 2013, an estimated $1K.
  • LifePlan Financial Group first reported a position in Xcel Energy in Q2 2013 and held it in 1 quarter.
  • LifePlan Financial Group's Xcel Energy position peaked at $1K in Q2 2013.
  • 474 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2013.

Based on LifePlan Financial Group's 13F filing for Q3 2013, filed 13 Nov 2013.