CAPTRUST Financial Advisors
XL

CAPTRUST Financial Advisors’s XL Group Ltd. XL Stock Holding History

CAPTRUST Financial 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
-166
Closed -$9K – 1785
2018
Q2 		$9K Buy
+166
New +$9.24K ﹤0.01% 1222

Other funds holding XL

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

CAPTRUST Financial Advisors's XL Position: Q3 2018 in Review

CAPTRUST Financial Advisors sold out of XL Group Ltd. (XL) in Q3 2018, closing a stake of 166 shares — an estimated $9K sold.

CAPTRUST Financial Advisors first reported a position in XL in Q2 2018 and held it in 1 quarter. The position peaked at $9K in Q2 2018. 2 funds tracked by Wall St. Rank hold XL as of Q3 2018.

  • CAPTRUST Financial Advisors reported no remaining XL Group Ltd. position as of Q3 2018 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 166 XL Group Ltd. shares in Q3 2018, an estimated $9K.
  • CAPTRUST Financial Advisors first reported a position in XL Group Ltd. in Q2 2018 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's XL Group Ltd. position peaked at $9K in Q2 2018.
  • 2 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2018.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2018, filed 15 Nov 2018.