AIM
XL

Advantage Investment Management’s XL Group Ltd. XL Stock Holding History

Advantage Investment Management’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
2018
Q1 		– Sell
-200
Closed -$7K – 1109
2017
Q4 		$7K Hold
200
– – ﹤0.01% 776
2017
Q3 		$8K Hold
200
– – ﹤0.01% 756
2017
Q2 		$9K Hold
200
– – ﹤0.01% 739
2017
Q1 		$8K Hold
200
– – ﹤0.01% 740
2016
Q4 		$7K Sell
200
-952
-83% -$34.1K ﹤0.01% 711
2016
Q3 		$39K Sell
1,152
-1,604
-58% -$53.9K 0.01% 382
2016
Q2 		$92K Buy
2,756
+111
+4% +$3.79K 0.04% 243
2016
Q1 		$97K Buy
2,645
+200
+8% +$7.11K 0.04% 234
2015
Q4 		$96K Buy
2,445
+936
+62% +$35.5K 0.05% 238
2015
Q3 		$55K Sell
1,509
-103
-6% -$3.9K 0.03% 297
2015
Q2 		$60K Buy
1,612
+1,593
+8,384% +$59.7K 0.03% 313
2015
Q1 		$1K Hold
19
– – ﹤0.01% 844
2014
Q4 		$1K Buy
+19
New +$648 ﹤0.01% 776

Other funds holding XL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Advantage Investment Management's XL Position: Q1 2018 in Review

Advantage Investment Management sold out of XL Group Ltd. (XL) in Q1 2018, closing a stake of 200 shares — an estimated $7K sold.

Advantage Investment Management first reported a position in XL in Q4 2014 and held it in 13 quarters. The position peaked at $97K in Q1 2016. 422 funds tracked by Wall St. Rank hold XL as of Q1 2018.

  • Advantage Investment Management reported no remaining XL Group Ltd. position as of Q1 2018 after selling out during the quarter.
  • Advantage Investment Management sold 200 XL Group Ltd. shares in Q1 2018, an estimated $7K.
  • Advantage Investment Management first reported a position in XL Group Ltd. in Q4 2014 and held it in 13 quarters.
  • Advantage Investment Management's XL Group Ltd. position peaked at $97K in Q1 2016.
  • 422 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2018.

Based on Advantage Investment Management's 13F filing for Q1 2018, filed 15 May 2018.