BFEC
XL

Benjamin F. Edwards & Company’s XL Group Ltd. XL Stock Holding History

Benjamin F. Edwards & Company’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 		– Sell
-39
Closed -$2K – 1669
2017
Q3 		$2K Buy
+39
New +$1.67K ﹤0.01% 1484

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

Benjamin F. Edwards & Company's XL Position: Q4 2017 in Review

Benjamin F. Edwards & Company sold out of XL Group Ltd. (XL) in Q4 2017, closing a stake of 39 shares — an estimated $2K sold.

Benjamin F. Edwards & Company first reported a position in XL in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 378 funds tracked by Wall St. Rank hold XL as of Q4 2017.

  • Benjamin F. Edwards & Company reported no remaining XL Group Ltd. position as of Q4 2017 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 39 XL Group Ltd. shares in Q4 2017, an estimated $2K.
  • Benjamin F. Edwards & Company first reported a position in XL Group Ltd. in Q3 2017 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's XL Group Ltd. position peaked at $2K in Q3 2017.
  • 378 funds tracked by Wall St. Rank held XL Group Ltd. as of Q4 2017.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2017, filed 17 Jan 2018.