Ferris Capital’s XL Group Ltd. XL Stock Holding History

Ferris Capital’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	-506	Closed	-$28K	–	709
2018 Q2	$28K	Hold	506	–	–	0.01%	319
2018 Q1	$28K	Buy	+506	New	+$22.2K	0.01%	358
2017 Q3	–	Sell	-486	Closed	-$21K	–	663
2017 Q2	$21K	Buy	+486	New	+$20.5K	0.01%	361

Other funds holding XL

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Ferris Capital's XL Position: Q3 2018 in Review

Ferris Capital sold out of XL Group Ltd. (XL) in Q3 2018, closing a stake of 506 shares — an estimated $28K sold.

Ferris Capital first reported a position in XL in Q2 2017 and held it in 3 quarters. The position peaked at $28K in Q2 2018. 2 funds tracked by Wall St. Rank hold XL as of Q3 2018.

Ferris Capital reported no remaining XL Group Ltd. position as of Q3 2018 after selling out during the quarter.
Ferris Capital sold 506 XL Group Ltd. shares in Q3 2018, an estimated $28K.
Ferris Capital first reported a position in XL Group Ltd. in Q2 2017 and held it in 3 quarters.
Ferris Capital's XL Group Ltd. position peaked at $28K in Q2 2018.
2 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2018.

Based on Ferris Capital's 13F filing for Q3 2018, filed 14 Nov 2018.