GA
XL

Geneva Advisors’s XL Group Ltd. XL Stock Holding History

Geneva Advisors’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
Q2 		$635K Hold
14,502
– – 0.01% 464
2017
Q1 		$578K Hold
14,502
– – 0.01% 471
2016
Q4 		$540K Buy
14,502
+1,002
+7% +$35.9K 0.01% 462
2016
Q3 		$454K Hold
13,500
– – 0.01% 489
2016
Q2 		$450K Hold
13,500
– – 0.01% 467
2016
Q1 		$497K Buy
+13,500
New +$480K 0.01% 430

Other funds holding XL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geneva Advisors's XL Position: Q2 2017 in Review

Geneva Advisors held its XL Group Ltd. (XL) position steady in Q2 2017 at 14,502 shares worth $635K. The position accounts for 0.01% of the portfolio, ranked #464.

Geneva Advisors first reported a position in XL in Q1 2016 and has held it in 6 quarters since. 369 funds tracked by Wall St. Rank hold XL as of Q2 2017.

  • Geneva Advisors held 14,502 shares of XL Group Ltd. worth $635K as of Q2 2017.
  • Geneva Advisors left its XL Group Ltd. share count unchanged in Q2 2017.
  • XL Group Ltd. made up 0.01% of Geneva Advisors's portfolio in Q2 2017, its #464 holding.
  • Geneva Advisors first reported a position in XL Group Ltd. in Q1 2016 and has held it in 6 quarters since.
  • 369 funds tracked by Wall St. Rank held XL Group Ltd. as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.