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Signator Financial Services’s Xcel Energy XEL Stock Holding History

Signator Financial Services’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 		$11K Hold
400
– – 0.01% 193
2013
Q2 		$11K Buy
+400
New +$12K 0.01% 189

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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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

Signator Financial Services's XEL Position: Q3 2013 in Review

Signator Financial Services held its Xcel Energy (XEL) position steady in Q3 2013 at 400 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #193.

Signator Financial Services first reported a position in XEL in Q2 2013 and has held it in 2 quarters since. 474 funds tracked by Wall St. Rank hold XEL as of Q3 2013.

  • Signator Financial Services held 400 shares of Xcel Energy worth $11K as of Q3 2013.
  • Signator Financial Services left its Xcel Energy share count unchanged in Q3 2013.
  • Xcel Energy made up 0.01% of Signator Financial Services's portfolio in Q3 2013, its #193 holding.
  • Signator Financial Services first reported a position in Xcel Energy in Q2 2013 and has held it in 2 quarters since.
  • 474 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2013.

Based on Signator Financial Services's 13F filing for Q3 2013, filed 25 Aug 2014.