Curian Capital’s XL Group Ltd. XL Stock Holding History

Curian Capital’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
2015 Q3	–	Sell	-54,320	Closed	-$2.02M	–	618
2015 Q2	$2.02M	Sell	54,320 -26,437	-33%	-$991K	0.03%	325
2015 Q1	$2.97M	Sell	80,757 -23,374	-22%	-$838K	0.05%	272
2014 Q4	$3.58M	Sell	104,131 -8,905	-8%	-$304K	0.06%	250
2014 Q3	$3.75M	Buy	113,036 +3,597	+3%	+$120K	0.07%	241
2014 Q2	$3.58M	Sell	109,439 -63,316	-37%	-$2.03M	0.06%	245
2014 Q1	$5.4M	Buy	+172,755	New	+$5.16M	0.1%	220

Other funds holding XL

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Curian Capital's XL Position: Q3 2015 in Review

Curian Capital sold out of XL Group Ltd. (XL) in Q3 2015, closing a stake of 54,320 shares — an estimated $2.02M sold.

Curian Capital first reported a position in XL in Q1 2014 and held it in 6 quarters. The position peaked at $5.4M in Q1 2014. 369 funds tracked by Wall St. Rank hold XL as of Q3 2015.

Curian Capital reported no remaining XL Group Ltd. position as of Q3 2015 after selling out during the quarter.
Curian Capital sold 54,320 XL Group Ltd. shares in Q3 2015, an estimated $2.02M.
Curian Capital first reported a position in XL Group Ltd. in Q1 2014 and held it in 6 quarters.
Curian Capital's XL Group Ltd. position peaked at $5.4M in Q1 2014.
369 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2015.

Based on Curian Capital's 13F filing for Q3 2015, filed 3 Nov 2015.