FBFS
XL

First Business Financial Services’s XL Group Ltd. XL Stock Holding History

First Business Financial Services’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
-12,031
Closed -$475K – 88
2017
Q3 		$475K Buy
12,031
+1,657
+16% +$70.8K 0.09% 58
2017
Q2 		$454K Buy
+10,374
New +$437K 0.09% 59

Other funds holding XL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

First Business Financial Services's XL Position: Q4 2017 in Review

First Business Financial Services sold out of XL Group Ltd. (XL) in Q4 2017, closing a stake of 12,031 shares — an estimated $475K sold.

First Business Financial Services first reported a position in XL in Q2 2017 and held it in 2 quarters. The position peaked at $475K in Q3 2017. 378 funds tracked by Wall St. Rank hold XL as of Q4 2017.

  • First Business Financial Services reported no remaining XL Group Ltd. position as of Q4 2017 after selling out during the quarter.
  • First Business Financial Services sold 12,031 XL Group Ltd. shares in Q4 2017, an estimated $475K.
  • First Business Financial Services first reported a position in XL Group Ltd. in Q2 2017 and held it in 2 quarters.
  • First Business Financial Services's XL Group Ltd. position peaked at $475K in Q3 2017.
  • 378 funds tracked by Wall St. Rank held XL Group Ltd. as of Q4 2017.

Based on First Business Financial Services's 13F filing for Q4 2017, filed 7 Feb 2018.