ECM
XL

Endex Capital Management’s XL Group Ltd. XL Stock Holding History

Endex 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
2013
Q4 		$95K Hold
2,986
– – 0.09% 240
2013
Q3 		$92K Hold
2,986
– – 0.09% 237
2013
Q2 		$91K Buy
+2,986
New +$93.2K 0.1% 234

Other funds holding XL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Endex Capital Management's XL Position: Q4 2013 in Review

Endex Capital Management held its XL Group Ltd. (XL) position steady in Q4 2013 at 2,986 shares worth $95K. The position accounts for 0.09% of the portfolio, ranked #240.

Endex Capital Management first reported a position in XL in Q2 2013 and has held it in 3 quarters since. 326 funds tracked by Wall St. Rank hold XL as of Q4 2013.

  • Endex Capital Management held 2,986 shares of XL Group Ltd. worth $95K as of Q4 2013.
  • Endex Capital Management left its XL Group Ltd. share count unchanged in Q4 2013.
  • XL Group Ltd. made up 0.09% of Endex Capital Management's portfolio in Q4 2013, its #240 holding.
  • Endex Capital Management first reported a position in XL Group Ltd. in Q2 2013 and has held it in 3 quarters since.
  • 326 funds tracked by Wall St. Rank held XL Group Ltd. as of Q4 2013.

Based on Endex Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.