CCA
XL

Catalyst Capital Advisors’s XL Group Ltd. XL Stock Holding History

Catalyst Capital 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
Q2 		– Sell
-8,000
Closed -$319K – 618
2017
Q1 		$319K Buy
+8,000
New +$314K 0.02% 239
2014
Q2 		– Sell
-18,372
Closed -$574K – 467
2014
Q1 		$574K Buy
+18,372
New +$548K 0.13% 199

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

Catalyst Capital Advisors's XL Position: Q2 2017 in Review

Catalyst Capital Advisors sold out of XL Group Ltd. (XL) in Q2 2017, closing a stake of 8,000 shares — an estimated $319K sold.

Catalyst Capital Advisors first reported a position in XL in Q1 2014 and held it in 2 quarters. The position peaked at $574K in Q1 2014. 369 funds tracked by Wall St. Rank hold XL as of Q2 2017.

  • Catalyst Capital Advisors reported no remaining XL Group Ltd. position as of Q2 2017 after selling out during the quarter.
  • Catalyst Capital Advisors sold 8,000 XL Group Ltd. shares in Q2 2017, an estimated $319K.
  • Catalyst Capital Advisors first reported a position in XL Group Ltd. in Q1 2014 and held it in 2 quarters.
  • Catalyst Capital Advisors's XL Group Ltd. position peaked at $574K in Q1 2014.
  • 369 funds tracked by Wall St. Rank held XL Group Ltd. as of Q2 2017.

Based on Catalyst Capital Advisors's 13F filing for Q2 2017, filed 2 Aug 2017.