Echo Street Capital Management’s XL Group Ltd. XL Stock Holding History

Echo Street Capital Management’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	-98,225	Closed	-$3.66M	–	186
2016 Q4	$3.66M	Sell	98,225 -10,212	-9%	-$366K	0.15%	139
2016 Q3	$3.65M	Buy	+108,437	New	+$3.65M	0.15%	140
2014 Q4	–	Sell	-153,284	Closed	-$5.08M	–	169
2014 Q3	$5.08M	Buy	153,284 +55,624	+57%	+$1.86M	0.3%	101
2014 Q2	$3.2M	Sell	97,660 -158,095	-62%	-$5.07M	0.21%	130
2014 Q1	$7.99M	Buy	+255,755	New	+$7.63M	0.62%	56

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Echo Street Capital Management's XL Position: Q1 2017 in Review

Echo Street Capital Management sold out of XL Group Ltd. (XL) in Q1 2017, closing a stake of 98,225 shares — an estimated $3.66M sold.

Echo Street Capital Management first reported a position in XL in Q1 2014 and held it in 5 quarters. The position peaked at $7.99M in Q1 2014. 356 funds tracked by Wall St. Rank hold XL as of Q1 2017.

Echo Street Capital Management reported no remaining XL Group Ltd. position as of Q1 2017 after selling out during the quarter.
Echo Street Capital Management sold 98,225 XL Group Ltd. shares in Q1 2017, an estimated $3.66M.
Echo Street Capital Management first reported a position in XL Group Ltd. in Q1 2014 and held it in 5 quarters.
Echo Street Capital Management's XL Group Ltd. position peaked at $7.99M in Q1 2014.
356 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2017.

Based on Echo Street Capital Management's 13F filing for Q1 2017, filed 15 May 2017.