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

Evercore 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
2016 Q1	–	Sell	-1,000	Closed	-$39K	–	1059
2015 Q4	$39K	Hold	1,000	–	–	﹤0.01%	643
2015 Q3	$36K	Sell	1,000 -800	-44%	-$30.3K	﹤0.01%	648
2015 Q2	$67K	Hold	1,800	–	–	﹤0.01%	589
2015 Q1	$66K	Hold	1,800	–	–	﹤0.01%	593
2014 Q4	$61K	Hold	1,800	–	–	﹤0.01%	534
2014 Q3	$60K	Hold	1,800	–	–	﹤0.01%	586
2014 Q2	$59K	Hold	1,800	–	–	﹤0.01%	590
2014 Q1	$56K	Hold	1,800	–	–	﹤0.01%	580
2013 Q4	$57K	Hold	1,800	–	–	﹤0.01%	545
2013 Q3	$56K	Hold	1,800	–	–	﹤0.01%	562
2013 Q2	$54K	Buy	+1,800	New	+$56.2K	﹤0.01%	560

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Evercore Wealth Management's XL Position: Q1 2016 in Review

Evercore Wealth Management sold out of XL Group Ltd. (XL) in Q1 2016, closing a stake of 1,000 shares — an estimated $39K sold.

Evercore Wealth Management first reported a position in XL in Q2 2013 and held it in 11 quarters. The position peaked at $67K in Q2 2015. 337 funds tracked by Wall St. Rank hold XL as of Q1 2016.

Evercore Wealth Management reported no remaining XL Group Ltd. position as of Q1 2016 after selling out during the quarter.
Evercore Wealth Management sold 1,000 XL Group Ltd. shares in Q1 2016, an estimated $39K.
Evercore Wealth Management first reported a position in XL Group Ltd. in Q2 2013 and held it in 11 quarters.
Evercore Wealth Management's XL Group Ltd. position peaked at $67K in Q2 2015.
337 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2016.

Based on Evercore Wealth Management's 13F filing for Q1 2016, filed 2 May 2016.