FIM
XL

Foresters Investment Management’s XL Group Ltd. XL Stock Holding History

Foresters Investment 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
Q1 		– Sell
-15,500
Closed -$545K – 612
2017
Q4 		$545K Buy
15,500
+2,792
+22% +$108K 0.01% 383
2017
Q3 		$501K Buy
12,708
+300
+2% +$12.8K 0.01% 382
2017
Q2 		$543K Buy
+12,408
New +$523K 0.01% 365

Other funds holding XL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Foresters Investment Management's XL Position: Q1 2018 in Review

Foresters Investment Management sold out of XL Group Ltd. (XL) in Q1 2018, closing a stake of 15,500 shares — an estimated $545K sold.

Foresters Investment Management first reported a position in XL in Q2 2017 and held it in 3 quarters. The position peaked at $545K in Q4 2017. 422 funds tracked by Wall St. Rank hold XL as of Q1 2018.

  • Foresters Investment Management reported no remaining XL Group Ltd. position as of Q1 2018 after selling out during the quarter.
  • Foresters Investment Management sold 15,500 XL Group Ltd. shares in Q1 2018, an estimated $545K.
  • Foresters Investment Management first reported a position in XL Group Ltd. in Q2 2017 and held it in 3 quarters.
  • Foresters Investment Management's XL Group Ltd. position peaked at $545K in Q4 2017.
  • 422 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2018.

Based on Foresters Investment Management's 13F filing for Q1 2018, filed 11 May 2018.