CIBC Private Wealth Group
XL

CIBC Private Wealth Group’s XL Group Ltd. XL Stock Holding History

CIBC Private Wealth Group’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
Q1 		– Sell
-1,002
Closed -$35K – 2190
2017
Q4 		$35K Sell
1,002
-13,509
-93% -$524K ﹤0.01% 1276
2017
Q3 		$572K Buy
+14,511
New +$620K ﹤0.01% 751

Other funds holding XL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

CIBC Private Wealth Group's XL Position: Q1 2018 in Review

CIBC Private Wealth Group sold out of XL Group Ltd. (XL) in Q1 2018, closing a stake of 1,002 shares — an estimated $35K sold.

CIBC Private Wealth Group first reported a position in XL in Q3 2017 and held it in 2 quarters. The position peaked at $572K in Q3 2017. 422 funds tracked by Wall St. Rank hold XL as of Q1 2018.

  • CIBC Private Wealth Group reported no remaining XL Group Ltd. position as of Q1 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 1,002 XL Group Ltd. shares in Q1 2018, an estimated $35K.
  • CIBC Private Wealth Group first reported a position in XL Group Ltd. in Q3 2017 and held it in 2 quarters.
  • CIBC Private Wealth Group's XL Group Ltd. position peaked at $572K in Q3 2017.
  • 422 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2018.

Based on CIBC Private Wealth Group's 13F filing for Q1 2018, filed 17 May 2018.