AG
XL

Advisor Group’s XL Group Ltd. XL Stock Holding History

Advisor Group’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
Q3 		– Sell
-1,837
Closed -$102K – 5405
2018
Q2 		$102K Sell
1,837
-313
-15% -$17.4K ﹤0.01% 2513
2018
Q1 		$119K Sell
2,150
-3,107
-59% -$136K ﹤0.01% 2423
2017
Q4 		$185K Buy
5,257
+1,150
+28% +$44.6K ﹤0.01% 2059
2017
Q3 		$163K Sell
4,107
-15
-0.4% -$640 ﹤0.01% 2011
2017
Q2 		$180K Buy
4,122
+747
+22% +$31.5K ﹤0.01% 1864
2017
Q1 		$134K Buy
3,375
+1,381
+69% +$54.2K ﹤0.01% 1960
2016
Q4 		$74K Buy
1,994
+44
+2% +$1.58K ﹤0.01% 2288
2016
Q3 		$66K Buy
1,950
+924
+90% +$31.1K ﹤0.01% 2307
2016
Q2 		$33K Buy
+1,026
New +$35K ﹤0.01% 2731

Other funds holding XL

UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Advisor Group's XL Position: Q3 2018 in Review

Advisor Group sold out of XL Group Ltd. (XL) in Q3 2018, closing a stake of 1,837 shares — an estimated $102K sold.

Advisor Group first reported a position in XL in Q2 2016 and held it in 9 quarters. The position peaked at $185K in Q4 2017. 2 funds tracked by Wall St. Rank hold XL as of Q3 2018.

  • Advisor Group reported no remaining XL Group Ltd. position as of Q3 2018 after selling out during the quarter.
  • Advisor Group sold 1,837 XL Group Ltd. shares in Q3 2018, an estimated $102K.
  • Advisor Group first reported a position in XL Group Ltd. in Q2 2016 and held it in 9 quarters.
  • Advisor Group's XL Group Ltd. position peaked at $185K in Q4 2017.
  • 2 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2018.

Based on Advisor Group's 13F filing for Q3 2018, filed 14 Nov 2018.