EP
XL

Elkfork Partners’s XL Group Ltd. XL Stock Holding History

Elkfork Partners’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
2018
Q3 		– Sell
-13,362
Closed -$748K – 1041
2018
Q2 		$748K Sell
13,362
-374
-3% -$20.8K 0.02% 419
2018
Q1 		$759K Sell
13,736
-146,914
-91% -$6.45M 0.02% 412
2017
Q4 		$5.65M Buy
160,650
+33,524
+26% +$1.3M 0.15% 131
2017
Q3 		$5.01M Buy
127,126
+57,052
+81% +$2.44M 0.15% 136
2017
Q2 		$3.07M Sell
70,074
-4,522
-6% -$191K 0.09% 182
2017
Q1 		$2.97M Sell
74,596
-68
-0.1% -$2.67K 0.09% 189
2016
Q4 		$2.78M Buy
+74,664
New +$2.68M 0.09% 175

Other funds holding XL

UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Elkfork Partners's XL Position: Q3 2018 in Review

Elkfork Partners sold out of XL Group Ltd. (XL) in Q3 2018, closing a stake of 13,362 shares — an estimated $748K sold.

Elkfork Partners first reported a position in XL in Q4 2016 and held it in 7 quarters. The position peaked at $5.65M in Q4 2017. 2 funds tracked by Wall St. Rank hold XL as of Q3 2018.

  • Elkfork Partners reported no remaining XL Group Ltd. position as of Q3 2018 after selling out during the quarter.
  • Elkfork Partners sold 13,362 XL Group Ltd. shares in Q3 2018, an estimated $748K.
  • Elkfork Partners first reported a position in XL Group Ltd. in Q4 2016 and held it in 7 quarters.
  • Elkfork Partners's XL Group Ltd. position peaked at $5.65M in Q4 2017.
  • 2 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2018.

Based on Elkfork Partners's 13F filing for Q3 2018, filed 14 Nov 2018.