CIP
XL

Chartwell Investment Partners’s XL Group Ltd. XL Stock Holding History

Chartwell Investment Partners’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
-34,435
Closed -$1.28M – 461
2016
Q4 		$1.28M Sell
34,435
-227,120
-87% -$8.14M 0.04% 356
2016
Q3 		$8.8M Buy
+261,555
New +$8.79M 0.16% 192
2013
Q3 		– Sell
-568,080
Closed -$17.2M – 376
2013
Q2 		$17.2M Buy
+568,080
New +$17.7M 0.44% 70

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Chartwell Investment Partners's XL Position: Q1 2017 in Review

Chartwell Investment Partners sold out of XL Group Ltd. (XL) in Q1 2017, closing a stake of 34,435 shares — an estimated $1.28M sold.

Chartwell Investment Partners first reported a position in XL in Q2 2013 and held it in 3 quarters. The position peaked at $17.2M in Q2 2013. 356 funds tracked by Wall St. Rank hold XL as of Q1 2017.

  • Chartwell Investment Partners reported no remaining XL Group Ltd. position as of Q1 2017 after selling out during the quarter.
  • Chartwell Investment Partners sold 34,435 XL Group Ltd. shares in Q1 2017, an estimated $1.28M.
  • Chartwell Investment Partners first reported a position in XL Group Ltd. in Q2 2013 and held it in 3 quarters.
  • Chartwell Investment Partners's XL Group Ltd. position peaked at $17.2M in Q2 2013.
  • 356 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2017.

Based on Chartwell Investment Partners's 13F filing for Q1 2017, filed 12 May 2017.