FineMark National Bank & Trust’s XL Group Ltd. XL Stock Holding History

FineMark National Bank & Trust’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 Q4	–	Sell	-7,819	Closed	-$308K	–	389
2017 Q3	$308K	Buy	+7,819	New	+$334K	0.02%	293
2017 Q1	–	Sell	-1,773	Closed	-$66K	–	1250
2016 Q4	$66K	Sell	1,773 -3	-0.2%	-$108	0.01%	571
2016 Q3	$60K	Buy	+1,776	New	+$59.7K	0.01%	568
2016 Q2	–	Sell	-22	Closed	-$1K	–	1469
2016 Q1	$1K	Sell	22 -680	-97%	-$24.2K	﹤0.01%	1286
2015 Q4	$27K	Sell	702 -166	-19%	-$6.3K	﹤0.01%	762
2015 Q3	$31K	Buy	868 +846	+3,845%	+$32K	﹤0.01%	758
2015 Q2	$1K	Hold	22	–	–	﹤0.01%	1416
2015 Q1	$1K	Sell	22 -871	-98%	-$31.2K	﹤0.01%	1386
2014 Q4	$31K	Hold	893	–	–	﹤0.01%	803
2014 Q3	$30K	Hold	893	–	–	﹤0.01%	779
2014 Q2	$29K	Hold	893	–	–	﹤0.01%	799
2014 Q1	$28K	Hold	893	–	–	0.01%	793
2013 Q4	$28K	Hold	893	–	–	0.01%	735
2013 Q3	$28K	Sell	893 -867	-49%	-$26.9K	0.01%	708
2013 Q2	$54K	Buy	+1,760	New	+$54.9K	0.02%	551

Other funds holding XL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

FineMark National Bank & Trust's XL Position: Q4 2017 in Review

FineMark National Bank & Trust sold out of XL Group Ltd. (XL) in Q4 2017, closing a stake of 7,819 shares — an estimated $308K sold.

FineMark National Bank & Trust first reported a position in XL in Q2 2013 and held it in 15 quarters. The position peaked at $308K in Q3 2017. 378 funds tracked by Wall St. Rank hold XL as of Q4 2017.

FineMark National Bank & Trust reported no remaining XL Group Ltd. position as of Q4 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 7,819 XL Group Ltd. shares in Q4 2017, an estimated $308K.
FineMark National Bank & Trust first reported a position in XL Group Ltd. in Q2 2013 and held it in 15 quarters.
FineMark National Bank & Trust's XL Group Ltd. position peaked at $308K in Q3 2017.
378 funds tracked by Wall St. Rank held XL Group Ltd. as of Q4 2017.

Based on FineMark National Bank & Trust's 13F filing for Q4 2017, filed 30 Jan 2018.