FI
XL

FormulaFolio Investments’s XL Group Ltd. XL Stock Holding History

FormulaFolio Investments’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
-18,679
Closed -$737K – 276
2017
Q3 		$737K Buy
+18,679
New +$798K 0.06% 100
2016
Q2 		– Sell
-35,129
Closed -$1.29M – 149
2016
Q1 		$1.29M Buy
+35,129
New +$1.25M 0.22% 35

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

FormulaFolio Investments's XL Position: Q4 2017 in Review

FormulaFolio Investments sold out of XL Group Ltd. (XL) in Q4 2017, closing a stake of 18,679 shares — an estimated $737K sold.

FormulaFolio Investments first reported a position in XL in Q1 2016 and held it in 2 quarters. The position peaked at $1.29M in Q1 2016. 378 funds tracked by Wall St. Rank hold XL as of Q4 2017.

  • FormulaFolio Investments reported no remaining XL Group Ltd. position as of Q4 2017 after selling out during the quarter.
  • FormulaFolio Investments sold 18,679 XL Group Ltd. shares in Q4 2017, an estimated $737K.
  • FormulaFolio Investments first reported a position in XL Group Ltd. in Q1 2016 and held it in 2 quarters.
  • FormulaFolio Investments's XL Group Ltd. position peaked at $1.29M in Q1 2016.
  • 378 funds tracked by Wall St. Rank held XL Group Ltd. as of Q4 2017.

Based on FormulaFolio Investments's 13F filing for Q4 2017, filed 13 Feb 2018.