Baird’s XL Group Ltd. XL Stock Holding History

Baird’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 Q1	–	Sell	-34,594	Closed	-$1.1M	–	1207
2013 Q4	$1.1M	Buy	34,594 +2,406	+7%	+$75K	0.02%	596
2013 Q3	$992K	Buy	32,188 +1,374	+4%	+$42.7K	0.02%	595
2013 Q2	$934K	Buy	+30,814	New	+$962K	0.02%	592

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Baird's XL Position: Q1 2014 in Review

Baird sold out of XL Group Ltd. (XL) in Q1 2014, closing a stake of 34,594 shares — an estimated $1.1M sold.

Baird first reported a position in XL in Q2 2013 and held it in 3 quarters. The position peaked at $1.1M in Q4 2013. 311 funds tracked by Wall St. Rank hold XL as of Q1 2014.

Baird reported no remaining XL Group Ltd. position as of Q1 2014 after selling out during the quarter.
Baird sold 34,594 XL Group Ltd. shares in Q1 2014, an estimated $1.1M.
Baird first reported a position in XL Group Ltd. in Q2 2013 and held it in 3 quarters.
Baird's XL Group Ltd. position peaked at $1.1M in Q4 2013.
311 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2014.

Based on Baird's 13F filing for Q1 2014, filed 9 May 2014.