BWM
XL

Baystate Wealth Management’s XL Group Ltd. XL Stock Holding History

Baystate Wealth 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
2018
Q3 		– Sell
-50
Closed -$3K – 718
2018
Q2 		$3K Hold
50
– – ﹤0.01% 522
2018
Q1 		$3K Hold
50
– – ﹤0.01% 483
2017
Q4 		$2K Hold
50
– – ﹤0.01% 534
2017
Q3 		$2K Hold
50
– – ﹤0.01% 517
2017
Q2 		$2K Hold
50
– – ﹤0.01% 531
2017
Q1 		$2K Buy
+50
New +$1.96K ﹤0.01% 495

Other funds holding XL

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Baystate Wealth Management's XL Position: Q3 2018 in Review

Baystate Wealth Management sold out of XL Group Ltd. (XL) in Q3 2018, closing a stake of 50 shares — an estimated $3K sold.

Baystate Wealth Management first reported a position in XL in Q1 2017 and held it in 6 quarters. The position peaked at $3K in Q2 2018. 2 funds tracked by Wall St. Rank hold XL as of Q3 2018.

  • Baystate Wealth Management reported no remaining XL Group Ltd. position as of Q3 2018 after selling out during the quarter.
  • Baystate Wealth Management sold 50 XL Group Ltd. shares in Q3 2018, an estimated $3K.
  • Baystate Wealth Management first reported a position in XL Group Ltd. in Q1 2017 and held it in 6 quarters.
  • Baystate Wealth Management's XL Group Ltd. position peaked at $3K in Q2 2018.
  • 2 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2018.

Based on Baystate Wealth Management's 13F filing for Q3 2018, filed 16 Oct 2018.