BRWA
XL

B. Riley Wealth Advisors’s XL Group Ltd. XL Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-188
Closed -$6 – 2679
2014
Q4 		$6 Buy
+188
New +$6.41K ﹤0.01% 3130

Other funds holding XL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

B. Riley Wealth Advisors's XL Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of XL Group Ltd. (XL) in Q1 2015, closing a stake of 188 shares — an estimated $6 sold.

B. Riley Wealth Advisors first reported a position in XL in Q4 2014 and held it in 1 quarter. The position peaked at $6 in Q4 2014. 330 funds tracked by Wall St. Rank hold XL as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining XL Group Ltd. position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 188 XL Group Ltd. shares in Q1 2015, an estimated $6.
  • B. Riley Wealth Advisors first reported a position in XL Group Ltd. in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's XL Group Ltd. position peaked at $6 in Q4 2014.
  • 330 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.