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

First Personal 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
2018 Q1	–	Sell	-4,053	Closed	-$143K	–	1110
2017 Q4	$143K	Hold	4,053	–	–	0.03%	290
2017 Q3	$160K	Hold	4,053	–	–	0.03%	240
2017 Q2	$178K	Hold	4,053	–	–	0.04%	230
2017 Q1	$162K	Hold	4,053	–	–	0.04%	218
2016 Q4	$151K	Buy	4,053 +3,787	+1,424%	+$136K	0.04%	219
2016 Q3	$9K	Hold	266	–	–	﹤0.01%	625
2016 Q2	$9K	Buy	+266	New	+$9.08K	﹤0.01%	604

Other funds holding XL

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return

Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

First Personal Financial Services's XL Position: Q1 2018 in Review

First Personal Financial Services sold out of XL Group Ltd. (XL) in Q1 2018, closing a stake of 4,053 shares — an estimated $143K sold.

First Personal Financial Services first reported a position in XL in Q2 2016 and held it in 7 quarters. The position peaked at $178K in Q2 2017. 422 funds tracked by Wall St. Rank hold XL as of Q1 2018.

First Personal Financial Services reported no remaining XL Group Ltd. position as of Q1 2018 after selling out during the quarter.
First Personal Financial Services sold 4,053 XL Group Ltd. shares in Q1 2018, an estimated $143K.
First Personal Financial Services first reported a position in XL Group Ltd. in Q2 2016 and held it in 7 quarters.
First Personal Financial Services's XL Group Ltd. position peaked at $178K in Q2 2017.
422 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2018.

Based on First Personal Financial Services's 13F filing for Q1 2018, filed 10 May 2018.