FAN
XL

Financial Advisors Network’s XL Group Ltd. XL Stock Holding History

Financial Advisors Network’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
2017
Q1 		– Sell
-51
Closed -$1.93K – 530
2016
Q4 		$1.93K Buy
+51
New +$1.83K ﹤0.01% 444

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Financial Advisors Network's XL Position: Q1 2017 in Review

Financial Advisors Network sold out of XL Group Ltd. (XL) in Q1 2017, closing a stake of 51 shares — an estimated $1.93K sold.

Financial Advisors Network first reported a position in XL in Q4 2016 and held it in 1 quarter. The position peaked at $1.93K in Q4 2016. 356 funds tracked by Wall St. Rank hold XL as of Q1 2017.

  • Financial Advisors Network reported no remaining XL Group Ltd. position as of Q1 2017 after selling out during the quarter.
  • Financial Advisors Network sold 51 XL Group Ltd. shares in Q1 2017, an estimated $1.93K.
  • Financial Advisors Network first reported a position in XL Group Ltd. in Q4 2016 and held it in 1 quarter.
  • Financial Advisors Network's XL Group Ltd. position peaked at $1.93K in Q4 2016.
  • 356 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2017.

Based on Financial Advisors Network's 13F filing for Q1 2017, filed 17 May 2017.