1IC
XL

1919 Investment Counsel’s XL Group Ltd. XL Stock Holding History

1919 Investment Counsel’s Portfolio XL Stock Details XL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$51K Buy
1,522
+925
+155% +$30.9K ﹤0.01% 698
2014
Q2 		$20K Buy
+597
New +$19.1K ﹤0.01% 815
2013
Q4 		– Sell
-1,100
Closed -$34K – 1044
2013
Q3 		$34K Hold
1,100
– – ﹤0.01% 731
2013
Q2 		$34K Buy
+1,100
New +$34.3K ﹤0.01% 719

Other funds holding XL

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return

1919 Investment Counsel's XL Position: Q3 2014 in Review

1919 Investment Counsel increased its XL Group Ltd. (XL) stake by 155% in Q3 2014, buying an estimated $30.9K and bringing the position to 1,522 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

1919 Investment Counsel first reported a position in XL in Q2 2013 and has held it in 4 quarters since. 336 funds tracked by Wall St. Rank hold XL as of Q3 2014.

  • 1919 Investment Counsel held 1,522 shares of XL Group Ltd. worth $51K as of Q3 2014.
  • 1919 Investment Counsel bought 925 XL Group Ltd. shares in Q3 2014, an estimated $30.9K.
  • XL Group Ltd. made up ﹤0.01% of 1919 Investment Counsel's portfolio in Q3 2014, its #698 holding.
  • 1919 Investment Counsel first reported a position in XL Group Ltd. in Q2 2013 and has held it in 4 quarters since.
  • 336 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.