DPA
XL

Delphi Private Advisors’s XL Group Ltd. XL Stock Holding History

Delphi Private Advisors’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
2017
Q3 		– Sell
-92
Closed -$3K – 141
2017
Q2 		$3K Buy
+92
New +$3.88K 0.01% 107
2017
Q1 		– Sell
-16
Closed -$1K – 354
2016
Q4 		$1K Sell
16
-70
-81% -$2.51K ﹤0.01% 256
2016
Q3 		$3K Sell
86
-49
-36% -$1.65K 0.01% 233
2016
Q2 		$4K Buy
135
+43
+47% +$1.47K 0.01% 203
2016
Q1 		$3K Sell
92
-4
-4% -$142 0.01% 215
2015
Q4 		$4K Buy
+96
New +$3.64K 0.01% 232

Other funds holding XL

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Delphi Private Advisors's XL Position: Q3 2017 in Review

Delphi Private Advisors sold out of XL Group Ltd. (XL) in Q3 2017, closing a stake of 92 shares — an estimated $3K sold.

Delphi Private Advisors first reported a position in XL in Q4 2015 and held it in 6 quarters. The position peaked at $4K in Q2 2016. 361 funds tracked by Wall St. Rank hold XL as of Q3 2017.

  • Delphi Private Advisors reported no remaining XL Group Ltd. position as of Q3 2017 after selling out during the quarter.
  • Delphi Private Advisors sold 92 XL Group Ltd. shares in Q3 2017, an estimated $3K.
  • Delphi Private Advisors first reported a position in XL Group Ltd. in Q4 2015 and held it in 6 quarters.
  • Delphi Private Advisors's XL Group Ltd. position peaked at $4K in Q2 2016.
  • 361 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2017.

Based on Delphi Private Advisors's 13F filing for Q3 2017, filed 16 Oct 2017.