CCA
XL

Checchi Capital Advisers’s XL Group Ltd. XL Stock Holding History

Checchi Capital Advisers’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
2016
Q3 		– Sell
-3,045
Closed -$101K – 1572
2016
Q2 		$101K Buy
3,045
+33
+1% +$1.13K 0.01% 576
2016
Q1 		$111K Buy
+3,012
New +$107K 0.02% 549

Other funds holding XL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Checchi Capital Advisers's XL Position: Q3 2016 in Review

Checchi Capital Advisers sold out of XL Group Ltd. (XL) in Q3 2016, closing a stake of 3,045 shares — an estimated $101K sold.

Checchi Capital Advisers first reported a position in XL in Q1 2016 and held it in 2 quarters. The position peaked at $111K in Q1 2016. 332 funds tracked by Wall St. Rank hold XL as of Q3 2016.

  • Checchi Capital Advisers reported no remaining XL Group Ltd. position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 3,045 XL Group Ltd. shares in Q3 2016, an estimated $101K.
  • Checchi Capital Advisers first reported a position in XL Group Ltd. in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's XL Group Ltd. position peaked at $111K in Q1 2016.
  • 332 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.