EPM
XL

Equitec Proprietary Markets’s XL Group Ltd. XL Stock Holding History

Equitec Proprietary Markets’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
2015
Q1 		– Sell
-2,330
Closed -$80K – 683
2014
Q4 		$80K Buy
+2,330
New +$79.5K ﹤0.01% 520

Other funds holding XL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Equitec Proprietary Markets's XL Position: Q1 2015 in Review

Equitec Proprietary Markets sold out of XL Group Ltd. (XL) in Q1 2015, closing a stake of 2,330 shares — an estimated $80K sold.

Equitec Proprietary Markets first reported a position in XL in Q4 2014 and held it in 1 quarter. The position peaked at $80K in Q4 2014. 330 funds tracked by Wall St. Rank hold XL as of Q1 2015.

  • Equitec Proprietary Markets reported no remaining XL Group Ltd. position as of Q1 2015 after selling out during the quarter.
  • Equitec Proprietary Markets sold 2,330 XL Group Ltd. shares in Q1 2015, an estimated $80K.
  • Equitec Proprietary Markets first reported a position in XL Group Ltd. in Q4 2014 and held it in 1 quarter.
  • Equitec Proprietary Markets's XL Group Ltd. position peaked at $80K in Q4 2014.
  • 330 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2015.

Based on Equitec Proprietary Markets's 13F filing for Q1 2015, filed 7 May 2015.