GCA
XL

Gideon Capital Advisors’s XL Group Ltd. XL Stock Holding History

Gideon Capital 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
Q3 		– Sell
-6,780
Closed -$297K – 411
2017
Q2 		$297K Sell
6,780
-4,868
-42% -$205K 0.33% 131
2017
Q1 		$464K Buy
11,648
+3,494
+43% +$137K 0.28% 127
2016
Q4 		$304K Buy
+8,154
New +$292K 0.19% 245
2015
Q4 		– Sell
-54,591
Closed -$1.98M – 311
2015
Q3 		$1.98M Buy
+54,591
New +$2.07M 1.16% 11
2014
Q4 		– Sell
-91,273
Closed -$3.03M – 368
2014
Q3 		$3.03M Buy
+91,273
New +$3.05M 1.17% 16

Other funds holding XL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Gideon Capital Advisors's XL Position: Q3 2017 in Review

Gideon Capital Advisors sold out of XL Group Ltd. (XL) in Q3 2017, closing a stake of 6,780 shares — an estimated $297K sold.

Gideon Capital Advisors first reported a position in XL in Q3 2014 and held it in 5 quarters. The position peaked at $3.03M in Q3 2014. 361 funds tracked by Wall St. Rank hold XL as of Q3 2017.

  • Gideon Capital Advisors reported no remaining XL Group Ltd. position as of Q3 2017 after selling out during the quarter.
  • Gideon Capital Advisors sold 6,780 XL Group Ltd. shares in Q3 2017, an estimated $297K.
  • Gideon Capital Advisors first reported a position in XL Group Ltd. in Q3 2014 and held it in 5 quarters.
  • Gideon Capital Advisors's XL Group Ltd. position peaked at $3.03M in Q3 2014.
  • 361 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2017.

Based on Gideon Capital Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.