CGT
XL

Capital Guardian Trust’s XL Group Ltd. XL Stock Holding History

Capital Guardian Trust’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
Q2 		– Sell
-119
Closed -$5K – 644
2017
Q1 		$5K Hold
119
– – ﹤0.01% 587
2016
Q4 		$4K Buy
+119
New +$4.27K ﹤0.01% 640

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital Guardian Trust's XL Position: Q2 2017 in Review

Capital Guardian Trust sold out of XL Group Ltd. (XL) in Q2 2017, closing a stake of 119 shares — an estimated $5K sold.

Capital Guardian Trust first reported a position in XL in Q4 2016 and held it in 2 quarters. The position peaked at $5K in Q1 2017. 369 funds tracked by Wall St. Rank hold XL as of Q2 2017.

  • Capital Guardian Trust reported no remaining XL Group Ltd. position as of Q2 2017 after selling out during the quarter.
  • Capital Guardian Trust sold 119 XL Group Ltd. shares in Q2 2017, an estimated $5K.
  • Capital Guardian Trust first reported a position in XL Group Ltd. in Q4 2016 and held it in 2 quarters.
  • Capital Guardian Trust's XL Group Ltd. position peaked at $5K in Q1 2017.
  • 369 funds tracked by Wall St. Rank held XL Group Ltd. as of Q2 2017.

Based on Capital Guardian Trust's 13F filing for Q2 2017, filed 14 Aug 2017.