BTIS
XL

BB&T Investment Services’s XL Group Ltd. XL Stock Holding History

BB&T Investment Services’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
2017
Q4 		$7K Buy
776
+133
+21% +$5.16K ﹤0.01% 1047
2017
Q3 		$9K Buy
643
+203
+46% +$8.67K ﹤0.01% 872
2017
Q2 		$8K Buy
440
+165
+60% +$6.95K ﹤0.01% 836
2017
Q1 		$7K Buy
+275
New +$10.8K ﹤0.01% 782

Other funds holding XL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

BB&T Investment Services's XL Position: Q4 2017 in Review

BB&T Investment Services increased its XL Group Ltd. (XL) stake by 21% in Q4 2017, buying an estimated $5.16K and bringing the position to 776 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

BB&T Investment Services first reported a position in XL in Q1 2017 and has held it in 4 quarters since. The position peaked at $9K in Q3 2017. 378 funds tracked by Wall St. Rank hold XL as of Q4 2017.

  • BB&T Investment Services held 776 shares of XL Group Ltd. worth $7K as of Q4 2017.
  • BB&T Investment Services bought 133 XL Group Ltd. shares in Q4 2017, an estimated $5.16K.
  • XL Group Ltd. made up ﹤0.01% of BB&T Investment Services's portfolio in Q4 2017, its #1047 holding.
  • BB&T Investment Services first reported a position in XL Group Ltd. in Q1 2017 and has held it in 4 quarters since.
  • BB&T Investment Services's XL Group Ltd. position peaked at $9K in Q3 2017.
  • 378 funds tracked by Wall St. Rank held XL Group Ltd. as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.