YCG LLC’s Xcel Energy XEL Stock Holding History

YCG LLC’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
2014 Q3	–	Sell	-710	Closed	-$23K	–	64
2014 Q2	$23K	Buy	+710	New	+$22K	0.01%	58

Other funds holding XEL

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

YCG LLC's XEL Position: Q3 2014 in Review

YCG LLC sold out of Xcel Energy (XEL) in Q3 2014, closing a stake of 710 shares — an estimated $23K sold.

YCG LLC first reported a position in XEL in Q2 2014 and held it in 1 quarter. The position peaked at $23K in Q2 2014. 519 funds tracked by Wall St. Rank hold XEL as of Q3 2014.

YCG LLC reported no remaining Xcel Energy position as of Q3 2014 after selling out during the quarter.
YCG LLC sold 710 Xcel Energy shares in Q3 2014, an estimated $23K.
YCG LLC first reported a position in Xcel Energy in Q2 2014 and held it in 1 quarter.
YCG LLC's Xcel Energy position peaked at $23K in Q2 2014.
519 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2014.

Based on YCG LLC's 13F filing for Q3 2014, filed 12 Nov 2014.