BA
XL

Boston Advisors’s XL Group Ltd. XL Stock Holding History

Boston Advisors’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
-10,978
Closed -$614K – 687
2018
Q2 		$614K Sell
10,978
-6,710
-38% -$374K 0.02% 460
2018
Q1 		$977K Sell
17,688
-307,949
-95% -$13.5M 0.03% 370
2017
Q4 		$11.4M Buy
325,637
+157,247
+93% +$6.1M 0.25% 122
2017
Q3 		$6.64M Sell
168,390
-374,547
-69% -$16M 0.15% 166
2017
Q2 		$23.8M Buy
542,937
+147,987
+37% +$6.24M 0.55% 36
2017
Q1 		$15.7M Buy
394,950
+131,845
+50% +$5.17M 0.37% 89
2016
Q4 		$9.8M Buy
+263,105
New +$9.43M 0.23% 139
2014
Q1 		– Sell
-231,752
Closed -$7.38M – 613
2013
Q4 		$7.38M Buy
231,752
+625
+0.3% +$19.5K 0.35% 91
2013
Q3 		$7.12M Sell
231,127
-58,050
-20% -$1.8M 0.38% 86
2013
Q2 		$8.77M Buy
+289,177
New +$9.03M 0.42% 77

Other funds holding XL

UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Boston Advisors's XL Position: Q3 2018 in Review

Boston Advisors sold out of XL Group Ltd. (XL) in Q3 2018, closing a stake of 10,978 shares — an estimated $614K sold.

Boston Advisors first reported a position in XL in Q2 2013 and held it in 10 quarters. The position peaked at $23.8M in Q2 2017. 2 funds tracked by Wall St. Rank hold XL as of Q3 2018.

  • Boston Advisors reported no remaining XL Group Ltd. position as of Q3 2018 after selling out during the quarter.
  • Boston Advisors sold 10,978 XL Group Ltd. shares in Q3 2018, an estimated $614K.
  • Boston Advisors first reported a position in XL Group Ltd. in Q2 2013 and held it in 10 quarters.
  • Boston Advisors's XL Group Ltd. position peaked at $23.8M in Q2 2017.
  • 2 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2018.

Based on Boston Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.