FANJ
XL

Financial Architects (New Jersey)’s XL Group Ltd. XL Stock Holding History

Financial Architects (New Jersey)’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
-345
Closed -$19K – 1588
2018
Q2 		$19K Sell
345
-105
-23% -$5.85K ﹤0.01% 827
2018
Q1 		$25K Sell
450
-676
-60% -$29.7K ﹤0.01% 828
2017
Q4 		$40K Hold
1,126
– – 0.01% 754
2017
Q3 		$44K Sell
1,126
-23
-2% -$982 0.01% 729
2017
Q2 		$50K Buy
1,149
+139
+14% +$5.86K 0.01% 678
2017
Q1 		$40K Sell
1,010
-38
-4% -$1.49K 0.01% 729
2016
Q4 		$39K Sell
1,048
-8
-0.8% -$287 0.01% 642
2016
Q3 		$36K Hold
1,056
– – 0.01% 678
2016
Q2 		$35K Buy
+1,056
New +$36K 0.01% 637
2015
Q3 		– Sell
-20
Closed -$1K – 1193
2015
Q2 		$1K Buy
+20
New +$750 ﹤0.01% 1218
2013
Q4 		– Sell
-110
Closed -$3K – 728
2013
Q3 		$3K Buy
+110
New +$3.42K ﹤0.01% 675

Other funds holding XL

UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Financial Architects (New Jersey)'s XL Position: Q3 2018 in Review

Financial Architects (New Jersey) sold out of XL Group Ltd. (XL) in Q3 2018, closing a stake of 345 shares — an estimated $19K sold.

Financial Architects (New Jersey) first reported a position in XL in Q3 2013 and held it in 11 quarters. The position peaked at $50K in Q2 2017. 2 funds tracked by Wall St. Rank hold XL as of Q3 2018.

  • Financial Architects (New Jersey) reported no remaining XL Group Ltd. position as of Q3 2018 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 345 XL Group Ltd. shares in Q3 2018, an estimated $19K.
  • Financial Architects (New Jersey) first reported a position in XL Group Ltd. in Q3 2013 and held it in 11 quarters.
  • Financial Architects (New Jersey)'s XL Group Ltd. position peaked at $50K in Q2 2017.
  • 2 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2018, filed 29 Oct 2018.