BA
XL

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

Broadview 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
2016
Q1 		– Sell
-10,700
Closed -$419K – 105
2015
Q4 		$419K Buy
+10,700
New +$406K 0.06% 95
2015
Q3 		– Sell
-12,900
Closed -$480K – 105
2015
Q2 		$480K Buy
+12,900
New +$484K 0.05% 94

Other funds holding XL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Broadview Advisors's XL Position: Q1 2016 in Review

Broadview Advisors sold out of XL Group Ltd. (XL) in Q1 2016, closing a stake of 10,700 shares — an estimated $419K sold.

Broadview Advisors first reported a position in XL in Q2 2015 and held it in 2 quarters. The position peaked at $480K in Q2 2015. 337 funds tracked by Wall St. Rank hold XL as of Q1 2016.

  • Broadview Advisors reported no remaining XL Group Ltd. position as of Q1 2016 after selling out during the quarter.
  • Broadview Advisors sold 10,700 XL Group Ltd. shares in Q1 2016, an estimated $419K.
  • Broadview Advisors first reported a position in XL Group Ltd. in Q2 2015 and held it in 2 quarters.
  • Broadview Advisors's XL Group Ltd. position peaked at $480K in Q2 2015.
  • 337 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2016.

Based on Broadview Advisors's 13F filing for Q1 2016, filed 13 May 2016.