Baird Financial Group’s XL Group Ltd. XL Stock Holding History

Baird Financial 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	-48,807	Closed	-$2.73M	–	1385
2018 Q2	$2.73M	Sell	48,807 -23	-0%	-$1.28K	0.02%	579
2018 Q1	$2.7M	Buy	48,830 +8,313	+21%	+$365K	0.02%	557
2017 Q4	$1.43M	Sell	40,517 -6,094	-13%	-$236K	0.01%	729
2017 Q3	$1.84M	Sell	46,611 -5,631	-11%	-$240K	0.01%	635
2017 Q2	$2.29M	Sell	52,242 -8,469	-14%	-$357K	0.02%	575
2017 Q1	$2.42M	Sell	60,711 -54,371	-47%	-$2.13M	0.02%	548
2016 Q4	$4.29M	Buy	115,082 +12,810	+13%	+$459K	0.04%	400
2016 Q3	$3.44M	Buy	102,272 +6,780	+7%	+$228K	0.03%	452
2016 Q2	$3.18M	Buy	95,492 +45,693	+92%	+$1.56M	0.03%	444
2016 Q1	$1.83M	Buy	49,799 +2,500	+5%	+$88.9K	0.02%	560
2015 Q4	$1.85M	Buy	47,299 +78	+0.2%	+$2.96K	0.02%	545
2015 Q3	$1.72M	Buy	+47,221	New	+$1.79M	0.02%	556

Other funds holding XL

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Baird Financial Group's XL Position: Q3 2018 in Review

Baird Financial Group sold out of XL Group Ltd. (XL) in Q3 2018, closing a stake of 48,807 shares — an estimated $2.73M sold.

Baird Financial Group first reported a position in XL in Q3 2015 and held it in 12 quarters. The position peaked at $4.29M in Q4 2016. 2 funds tracked by Wall St. Rank hold XL as of Q3 2018.

Baird Financial Group reported no remaining XL Group Ltd. position as of Q3 2018 after selling out during the quarter.
Baird Financial Group sold 48,807 XL Group Ltd. shares in Q3 2018, an estimated $2.73M.
Baird Financial Group first reported a position in XL Group Ltd. in Q3 2015 and held it in 12 quarters.
Baird Financial Group's XL Group Ltd. position peaked at $4.29M in Q4 2016.
2 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2018.

Based on Baird Financial Group's 13F filing for Q3 2018, filed 13 Nov 2018.