Elite Wealth Management’s XL Group Ltd. XL Stock Holding History

Elite Wealth 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
2014 Q1	–	Sell	-51	Closed	-$2K	–	820
2013 Q4	$2K	Buy	+51	New	+$1.59K	﹤0.01%	739

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

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

Elite Wealth Management's XL Position: Q1 2014 in Review

Elite Wealth Management sold out of XL Group Ltd. (XL) in Q1 2014, closing a stake of 51 shares — an estimated $2K sold.

Elite Wealth Management first reported a position in XL in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 311 funds tracked by Wall St. Rank hold XL as of Q1 2014.

Elite Wealth Management reported no remaining XL Group Ltd. position as of Q1 2014 after selling out during the quarter.
Elite Wealth Management sold 51 XL Group Ltd. shares in Q1 2014, an estimated $2K.
Elite Wealth Management first reported a position in XL Group Ltd. in Q4 2013 and held it in 1 quarter.
Elite Wealth Management's XL Group Ltd. position peaked at $2K in Q4 2013.
311 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.