Cambridge Investment Research Advisors
XL

Cambridge Investment Research Advisors’s XL Group Ltd. XL Stock Holding History

Cambridge Investment Research 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
2017
Q1 		– Sell
-52,220
Closed -$1.95M – 1848
2016
Q4 		$1.95M Buy
52,220
+16,939
+48% +$607K 0.04% 446
2016
Q3 		$1.19M Buy
35,281
+13,549
+62% +$456K 0.02% 606
2016
Q2 		$724K Buy
+21,732
New +$742K 0.02% 761

Other funds holding XL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Cambridge Investment Research Advisors's XL Position: Q1 2017 in Review

Cambridge Investment Research Advisors sold out of XL Group Ltd. (XL) in Q1 2017, closing a stake of 52,220 shares — an estimated $1.95M sold.

Cambridge Investment Research Advisors first reported a position in XL in Q2 2016 and held it in 3 quarters. The position peaked at $1.95M in Q4 2016. 356 funds tracked by Wall St. Rank hold XL as of Q1 2017.

  • Cambridge Investment Research Advisors reported no remaining XL Group Ltd. position as of Q1 2017 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 52,220 XL Group Ltd. shares in Q1 2017, an estimated $1.95M.
  • Cambridge Investment Research Advisors first reported a position in XL Group Ltd. in Q2 2016 and held it in 3 quarters.
  • Cambridge Investment Research Advisors's XL Group Ltd. position peaked at $1.95M in Q4 2016.
  • 356 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2017.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2017, filed 12 May 2017.