Advisory Research’s XL Group Ltd. XL Stock Holding History

Advisory Research’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 Q2	–	Sell	-2,274	Closed	-$71K	–	791
2014 Q1	$71K	Buy	+2,274	New	+$67.9K	﹤0.01%	482

Other funds holding XL

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisory Research's XL Position: Q2 2014 in Review

Advisory Research sold out of XL Group Ltd. (XL) in Q2 2014, closing a stake of 2,274 shares — an estimated $71K sold.

Advisory Research first reported a position in XL in Q1 2014 and held it in 1 quarter. The position peaked at $71K in Q1 2014. 325 funds tracked by Wall St. Rank hold XL as of Q2 2014.

Advisory Research reported no remaining XL Group Ltd. position as of Q2 2014 after selling out during the quarter.
Advisory Research sold 2,274 XL Group Ltd. shares in Q2 2014, an estimated $71K.
Advisory Research first reported a position in XL Group Ltd. in Q1 2014 and held it in 1 quarter.
Advisory Research's XL Group Ltd. position peaked at $71K in Q1 2014.
325 funds tracked by Wall St. Rank held XL Group Ltd. as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.