Dubuque Bank & Trust
XL

Dubuque Bank & Trust’s XL Group Ltd. XL Stock Holding History

Dubuque Bank & Trust’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
Q1 		– Sell
-463
Closed -$17K – 708
2016
Q4 		$17K Buy
+463
New +$16.6K ﹤0.01% 365
2016
Q3 		– Sell
-463
Closed -$15K – 604
2016
Q2 		$15K Hold
463
– – ﹤0.01% 375
2016
Q1 		$17K Hold
463
– – ﹤0.01% 369
2015
Q4 		$18K Buy
+463
New +$17.6K ﹤0.01% 412

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
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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Dubuque Bank & Trust's XL Position: Q1 2017 in Review

Dubuque Bank & Trust sold out of XL Group Ltd. (XL) in Q1 2017, closing a stake of 463 shares — an estimated $17K sold.

Dubuque Bank & Trust first reported a position in XL in Q4 2015 and held it in 4 quarters. The position peaked at $18K in Q4 2015. 356 funds tracked by Wall St. Rank hold XL as of Q1 2017.

  • Dubuque Bank & Trust reported no remaining XL Group Ltd. position as of Q1 2017 after selling out during the quarter.
  • Dubuque Bank & Trust sold 463 XL Group Ltd. shares in Q1 2017, an estimated $17K.
  • Dubuque Bank & Trust first reported a position in XL Group Ltd. in Q4 2015 and held it in 4 quarters.
  • Dubuque Bank & Trust's XL Group Ltd. position peaked at $18K in Q4 2015.
  • 356 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2017.

Based on Dubuque Bank & Trust's 13F filing for Q1 2017, filed 25 Apr 2017.