FCBT
XL

First Citizens Bank & Trust’s XL Group Ltd. XL Stock Holding History

First Citizens 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
-22,903
Closed -$904K – 445
2017
Q3 		$904K Buy
22,903
+4,916
+27% +$210K 0.12% 169
2017
Q2 		$788K Buy
+17,987
New +$758K 0.1% 186
2013
Q4 		– Sell
-27,496
Closed -$847K – 1034
2013
Q3 		$847K Buy
27,496
+267
+1% +$8.29K 0.03% 478
2013
Q2 		$826K Buy
+27,229
New +$850K 0.03% 455

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

First Citizens Bank & Trust sold out of XL Group Ltd. (XL) in Q4 2017, closing a stake of 22,903 shares — an estimated $904K sold.

First Citizens Bank & Trust first reported a position in XL in Q2 2013 and held it in 4 quarters. The position peaked at $904K in Q3 2017. 378 funds tracked by Wall St. Rank hold XL as of Q4 2017.

  • First Citizens Bank & Trust reported no remaining XL Group Ltd. position as of Q4 2017 after selling out during the quarter.
  • First Citizens Bank & Trust sold 22,903 XL Group Ltd. shares in Q4 2017, an estimated $904K.
  • First Citizens Bank & Trust first reported a position in XL Group Ltd. in Q2 2013 and held it in 4 quarters.
  • First Citizens Bank & Trust's XL Group Ltd. position peaked at $904K in Q3 2017.
  • 378 funds tracked by Wall St. Rank held XL Group Ltd. as of Q4 2017.

Based on First Citizens Bank & Trust's 13F filing for Q4 2017, filed 10 Jan 2018.