CIA
XL

CSat Investment Advisory’s XL Group Ltd. XL Stock Holding History

CSat Investment Advisory’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
-211
Closed -$12K – 559
2018
Q2 		$12K Buy
+211
New +$11.7K 0.01% 315

Other funds holding XL

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

CSat Investment Advisory's XL Position: Q3 2018 in Review

CSat Investment Advisory sold out of XL Group Ltd. (XL) in Q3 2018, closing a stake of 211 shares — an estimated $12K sold.

CSat Investment Advisory first reported a position in XL in Q2 2018 and held it in 1 quarter. The position peaked at $12K in Q2 2018. 2 funds tracked by Wall St. Rank hold XL as of Q3 2018.

  • CSat Investment Advisory reported no remaining XL Group Ltd. position as of Q3 2018 after selling out during the quarter.
  • CSat Investment Advisory sold 211 XL Group Ltd. shares in Q3 2018, an estimated $12K.
  • CSat Investment Advisory first reported a position in XL Group Ltd. in Q2 2018 and held it in 1 quarter.
  • CSat Investment Advisory's XL Group Ltd. position peaked at $12K in Q2 2018.
  • 2 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2018.

Based on CSat Investment Advisory's 13F filing for Q3 2018, filed 14 Nov 2018.