TradeWorx’s Xcel Energy XEL Stock Holding History

TradeWorx’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	-21,133	Closed	-$599K	–	622
2013 Q2	$599K	Buy	+21,133	New	+$632K	0.26%	120

Other funds holding XEL

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

TradeWorx's XEL Position: Q3 2013 in Review

TradeWorx sold out of Xcel Energy (XEL) in Q3 2013, closing a stake of 21,133 shares — an estimated $599K sold.

TradeWorx first reported a position in XEL in Q2 2013 and held it in 1 quarter. The position peaked at $599K in Q2 2013. 474 funds tracked by Wall St. Rank hold XEL as of Q3 2013.

TradeWorx reported no remaining Xcel Energy position as of Q3 2013 after selling out during the quarter.
TradeWorx sold 21,133 Xcel Energy shares in Q3 2013, an estimated $599K.
TradeWorx first reported a position in Xcel Energy in Q2 2013 and held it in 1 quarter.
TradeWorx's Xcel Energy position peaked at $599K in Q2 2013.
474 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2013.

Based on TradeWorx's 13F filing for Q3 2013, filed 15 Nov 2013.