Citizens Business Bank’s XL Group Ltd. XL Stock Holding History

Citizens Business Bank’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	-4,100	Closed	-$229K	–	284
2018 Q2	$229K	Buy	+4,100	New	+$228K	0.04%	253
2015 Q1	–	Sell	-7,600	Closed	-$261K	–	299
2014 Q4	$261K	Hold	7,600	–	–	0.05%	261
2014 Q3	$252K	Sell	7,600 -3,800	-33%	-$127K	0.05%	260
2014 Q2	$373K	Sell	11,400 -1,500	-12%	-$48.1K	0.07%	239
2014 Q1	$403K	Buy	+12,900	New	+$385K	0.08%	225

Other funds holding XL

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Citizens Business Bank's XL Position: Q3 2018 in Review

Citizens Business Bank sold out of XL Group Ltd. (XL) in Q3 2018, closing a stake of 4,100 shares — an estimated $229K sold.

Citizens Business Bank first reported a position in XL in Q1 2014 and held it in 5 quarters. The position peaked at $403K in Q1 2014. 2 funds tracked by Wall St. Rank hold XL as of Q3 2018.

Citizens Business Bank reported no remaining XL Group Ltd. position as of Q3 2018 after selling out during the quarter.
Citizens Business Bank sold 4,100 XL Group Ltd. shares in Q3 2018, an estimated $229K.
Citizens Business Bank first reported a position in XL Group Ltd. in Q1 2014 and held it in 5 quarters.
Citizens Business Bank's XL Group Ltd. position peaked at $403K in Q1 2014.
2 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2018.

Based on Citizens Business Bank's 13F filing for Q3 2018, filed 18 Nov 2022.