CAW
XL

Cornerstone Advisors (Washington)’s XL Group Ltd. XL Stock Holding History

Cornerstone Advisors (Washington)’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
-49
Closed -$2K – 950
2016
Q2 		$2K Hold
49
– – ﹤0.01% 781
2016
Q1 		$2K Hold
49
– – ﹤0.01% 784
2015
Q4 		$2K Hold
49
– – ﹤0.01% 784
2015
Q3 		$2K Hold
49
– – ﹤0.01% 779
2015
Q2 		$2K Hold
49
– – ﹤0.01% 662
2015
Q1 		$2K Hold
49
– – ﹤0.01% 687
2014
Q4 		$2K Hold
49
– – ﹤0.01% 666
2014
Q3 		$2K Hold
49
– – ﹤0.01% 495
2014
Q2 		$2K Buy
+49
New +$1.57K ﹤0.01% 534

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

Cornerstone Advisors (Washington)'s XL Position: Q3 2016 in Review

Cornerstone Advisors (Washington) sold out of XL Group Ltd. (XL) in Q3 2016, closing a stake of 49 shares — an estimated $2K sold.

Cornerstone Advisors (Washington) first reported a position in XL in Q2 2014 and held it in 9 quarters. The position peaked at $2K in Q2 2016. 332 funds tracked by Wall St. Rank hold XL as of Q3 2016.

  • Cornerstone Advisors (Washington) reported no remaining XL Group Ltd. position as of Q3 2016 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 49 XL Group Ltd. shares in Q3 2016, an estimated $2K.
  • Cornerstone Advisors (Washington) first reported a position in XL Group Ltd. in Q2 2014 and held it in 9 quarters.
  • Cornerstone Advisors (Washington)'s XL Group Ltd. position peaked at $2K in Q2 2016.
  • 332 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2016.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2016, filed 21 Oct 2016.