BAC
XL

Boys Arnold & Co’s XL Group Ltd. XL Stock Holding History

Boys Arnold & Co’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
-10,400
Closed -$410K – 279
2017
Q3 		$410K Sell
10,400
-100
-1% -$4.27K 0.07% 221
2017
Q2 		$460K Sell
10,500
-75
-0.7% -$3.16K 0.06% 212
2017
Q1 		$422K Buy
10,575
+2,600
+33% +$102K 0.07% 218
2016
Q4 		$297K Buy
+7,975
New +$286K 0.05% 239

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 $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Boys Arnold & Co's XL Position: Q4 2017 in Review

Boys Arnold & Co sold out of XL Group Ltd. (XL) in Q4 2017, closing a stake of 10,400 shares — an estimated $410K sold.

Boys Arnold & Co first reported a position in XL in Q4 2016 and held it in 4 quarters. The position peaked at $460K in Q2 2017. 378 funds tracked by Wall St. Rank hold XL as of Q4 2017.

  • Boys Arnold & Co reported no remaining XL Group Ltd. position as of Q4 2017 after selling out during the quarter.
  • Boys Arnold & Co sold 10,400 XL Group Ltd. shares in Q4 2017, an estimated $410K.
  • Boys Arnold & Co first reported a position in XL Group Ltd. in Q4 2016 and held it in 4 quarters.
  • Boys Arnold & Co's XL Group Ltd. position peaked at $460K in Q2 2017.
  • 378 funds tracked by Wall St. Rank held XL Group Ltd. as of Q4 2017.

Based on Boys Arnold & Co's 13F filing for Q4 2017, filed 1 Feb 2018.