FWM
XL

Focused Wealth Management’s XL Group Ltd. XL Stock Holding History

Focused Wealth Management’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
-2
Closed – – 751
2018
Q2 		$0 Sell
2
-5,487
-100% -$305K ﹤0.01% 776
2018
Q1 		$303K Hold
5,489
– – 0.1% 112
2017
Q4 		$193K Buy
5,489
+5,485
+137,125% +$213K 0.06% 161
2017
Q3 		$0 Sell
4
-5,285
-100% -$226K ﹤0.01% 780
2017
Q2 		$232K Hold
5,289
– – 0.09% 127
2017
Q1 		$211K Hold
5,289
– – 0.08% 135
2016
Q4 		$197K Buy
5,289
+5,287
+264,350% +$190K 0.08% 143
2016
Q3 		$0 Sell
2
-5,750
-100% -$193K ﹤0.01% 745
2016
Q2 		$192K Buy
5,752
+5,750
+287,500% +$196K 0.09% 139
2016
Q1 		$0 Hold
2
– – ﹤0.01% 772
2015
Q4 		$0 Hold
2
– – ﹤0.01% 781
2015
Q3 		$0 Buy
+2
New +$76 ﹤0.01% 768
2015
Q2 		– Sell
-2
Closed – – 757
2015
Q1 		$0 Hold
2
– – ﹤0.01% 753
2014
Q4 		$0 Hold
2
– – ﹤0.01% 764
2014
Q3 		$0 Hold
2
– – ﹤0.01% 752
2014
Q2 		$0 Hold
2
– – ﹤0.01% 731
2014
Q1 		$0 Hold
2
– – ﹤0.01% 692
2013
Q4 		$0 Hold
2
– – ﹤0.01% 690
2013
Q3 		$0 Buy
+2
New +$62 ﹤0.01% 626

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

Focused Wealth Management's XL Position: Q3 2018 in Review

Focused Wealth Management sold out of XL Group Ltd. (XL) in Q3 2018, closing a stake of 2 shares.

Focused Wealth Management first reported a position in XL in Q3 2013 and held it in 19 quarters. The position peaked at $303K in Q1 2018. 2 funds tracked by Wall St. Rank hold XL as of Q3 2018.

  • Focused Wealth Management reported no remaining XL Group Ltd. position as of Q3 2018 after selling out during the quarter.
  • Focused Wealth Management sold 2 XL Group Ltd. shares in Q3 2018.
  • Focused Wealth Management first reported a position in XL Group Ltd. in Q3 2013 and held it in 19 quarters.
  • Focused Wealth Management's XL Group Ltd. position peaked at $303K in Q1 2018.
  • 2 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2018.

Based on Focused Wealth Management's 13F filing for Q3 2018, filed 13 Nov 2018.