GWS
XL

Glassman Wealth Services’s XL Group Ltd. XL Stock Holding History

Glassman Wealth Services’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
-107
Closed -$6K – 1048
2018
Q2 		$6K Hold
107
– – ﹤0.01% 432
2018
Q1 		$6K Buy
107
+49
+84% +$2.15K ﹤0.01% 415
2017
Q4 		$2K Buy
58
+29
+100% +$1.13K ﹤0.01% 530
2017
Q3 		$1K Hold
29
– – ﹤0.01% 531
2017
Q2 		$1K Hold
29
– – ﹤0.01% 523
2017
Q1 		$1K Hold
29
– – ﹤0.01% 554
2016
Q4 		$1K Hold
29
– – ﹤0.01% 603
2016
Q3 		$1K Buy
+29
New +$975 ﹤0.01% 461

Other funds holding XL

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Glassman Wealth Services's XL Position: Q3 2018 in Review

Glassman Wealth Services sold out of XL Group Ltd. (XL) in Q3 2018, closing a stake of 107 shares — an estimated $6K sold.

Glassman Wealth Services first reported a position in XL in Q3 2016 and held it in 8 quarters. The position peaked at $6K in Q2 2018. 2 funds tracked by Wall St. Rank hold XL as of Q3 2018.

  • Glassman Wealth Services reported no remaining XL Group Ltd. position as of Q3 2018 after selling out during the quarter.
  • Glassman Wealth Services sold 107 XL Group Ltd. shares in Q3 2018, an estimated $6K.
  • Glassman Wealth Services first reported a position in XL Group Ltd. in Q3 2016 and held it in 8 quarters.
  • Glassman Wealth Services's XL Group Ltd. position peaked at $6K in Q2 2018.
  • 2 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2018.

Based on Glassman Wealth Services's 13F filing for Q3 2018, filed 13 Nov 2018.