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

Endurance 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
2018 Q3	–	Sell	-104	Closed	-$6K	–	507
2018 Q2	$6K	Hold	104	–	–	﹤0.01%	434
2018 Q1	$6K	Hold	104	–	–	﹤0.01%	458
2017 Q4	$4K	Hold	104	–	–	﹤0.01%	466
2017 Q3	$4K	Hold	104	–	–	﹤0.01%	459
2017 Q2	$5K	Hold	104	–	–	﹤0.01%	448
2017 Q1	$4K	Hold	104	–	–	﹤0.01%	466
2016 Q4	$4K	Hold	104	–	–	﹤0.01%	447
2016 Q3	$4K	Hold	104	–	–	﹤0.01%	442
2016 Q2	$3K	Hold	104	–	–	﹤0.01%	455
2016 Q1	$4K	Hold	104	–	–	﹤0.01%	447
2015 Q4	$4K	Hold	104	–	–	﹤0.01%	468
2015 Q3	$4K	Hold	104	–	–	﹤0.01%	465
2015 Q2	$4K	Buy	+104	New	+$3.9K	﹤0.01%	471

Other funds holding XL

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Endurance Wealth Management's XL Position: Q3 2018 in Review

Endurance Wealth Management sold out of XL Group Ltd. (XL) in Q3 2018, closing a stake of 104 shares — an estimated $6K sold.

Endurance Wealth Management first reported a position in XL in Q2 2015 and held it in 13 quarters. The position peaked at $6K in Q2 2018. 2 funds tracked by Wall St. Rank hold XL as of Q3 2018.

Endurance Wealth Management reported no remaining XL Group Ltd. position as of Q3 2018 after selling out during the quarter.
Endurance Wealth Management sold 104 XL Group Ltd. shares in Q3 2018, an estimated $6K.
Endurance Wealth Management first reported a position in XL Group Ltd. in Q2 2015 and held it in 13 quarters.
Endurance Wealth Management's XL Group Ltd. position peaked at $6K in Q2 2018.
2 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2018.

Based on Endurance Wealth Management's 13F filing for Q3 2018, filed 10 Oct 2018.