CFIC
XL

City Financial Investment Company’s XL Group Ltd. XL Stock Holding History

City Financial Investment Company’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
-160,980
Closed -$9.01M – 192
2018
Q2 		$9.01M Buy
160,980
+20,980
+15% +$1.17M 0.46% 36
2018
Q1 		$7.74M Buy
+140,000
New +$6.14M 0.52% 35

Other funds holding XL

UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

City Financial Investment Company's XL Position: Q3 2018 in Review

City Financial Investment Company sold out of XL Group Ltd. (XL) in Q3 2018, closing a stake of 160,980 shares — an estimated $9.01M sold.

City Financial Investment Company first reported a position in XL in Q1 2018 and held it in 2 quarters. The position peaked at $9.01M in Q2 2018. 2 funds tracked by Wall St. Rank hold XL as of Q3 2018.

  • City Financial Investment Company reported no remaining XL Group Ltd. position as of Q3 2018 after selling out during the quarter.
  • City Financial Investment Company sold 160,980 XL Group Ltd. shares in Q3 2018, an estimated $9.01M.
  • City Financial Investment Company first reported a position in XL Group Ltd. in Q1 2018 and held it in 2 quarters.
  • City Financial Investment Company's XL Group Ltd. position peaked at $9.01M in Q2 2018.
  • 2 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2018.

Based on City Financial Investment Company's 13F filing for Q3 2018, filed 9 Nov 2018.