ACM
XL

Aviance Capital Management’s XL Group Ltd. XL Stock Holding History

Aviance Capital 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
2014
Q3 		– Sell
-7,275
Closed -$238K – 320
2014
Q2 		$238K Sell
7,275
-541
-7% -$17.3K 0.01% 280
2014
Q1 		$244K Buy
7,816
+6,654
+573% +$199K 0.01% 257
2013
Q4 		$37K Buy
1,162
+146
+14% +$4.55K 0.02% 241
2013
Q3 		$31K Buy
+1,016
New +$31.6K 0.02% 236

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 $2.9T AUM 29.55% 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 16.07% 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

Aviance Capital Management's XL Position: Q3 2014 in Review

Aviance Capital Management sold out of XL Group Ltd. (XL) in Q3 2014, closing a stake of 7,275 shares — an estimated $238K sold.

Aviance Capital Management first reported a position in XL in Q3 2013 and held it in 4 quarters. The position peaked at $244K in Q1 2014. 336 funds tracked by Wall St. Rank hold XL as of Q3 2014.

  • Aviance Capital Management reported no remaining XL Group Ltd. position as of Q3 2014 after selling out during the quarter.
  • Aviance Capital Management sold 7,275 XL Group Ltd. shares in Q3 2014, an estimated $238K.
  • Aviance Capital Management first reported a position in XL Group Ltd. in Q3 2013 and held it in 4 quarters.
  • Aviance Capital Management's XL Group Ltd. position peaked at $244K in Q1 2014.
  • 336 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2014.

Based on Aviance Capital Management's 13F filing for Q3 2014, filed 6 Nov 2014.