GLA
XL

Great Lakes Advisors’s XL Group Ltd. XL Stock Holding History

Great Lakes 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
Q4 		– Sell
-22,759
Closed -$898K – 637
2017
Q3 		$898K Sell
22,759
-479
-2% -$20.5K 0.02% 379
2017
Q2 		$1.02M Buy
23,238
+327
+1% +$13.8K 0.03% 365
2017
Q1 		$913K Buy
22,911
+241
+1% +$9.45K 0.02% 372
2016
Q4 		$845K Buy
+22,670
New +$813K 0.02% 370

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

Great Lakes Advisors's XL Position: Q4 2017 in Review

Great Lakes Advisors sold out of XL Group Ltd. (XL) in Q4 2017, closing a stake of 22,759 shares — an estimated $898K sold.

Great Lakes Advisors first reported a position in XL in Q4 2016 and held it in 4 quarters. The position peaked at $1.02M in Q2 2017. 378 funds tracked by Wall St. Rank hold XL as of Q4 2017.

  • Great Lakes Advisors reported no remaining XL Group Ltd. position as of Q4 2017 after selling out during the quarter.
  • Great Lakes Advisors sold 22,759 XL Group Ltd. shares in Q4 2017, an estimated $898K.
  • Great Lakes Advisors first reported a position in XL Group Ltd. in Q4 2016 and held it in 4 quarters.
  • Great Lakes Advisors's XL Group Ltd. position peaked at $1.02M in Q2 2017.
  • 378 funds tracked by Wall St. Rank held XL Group Ltd. as of Q4 2017.

Based on Great Lakes Advisors's 13F filing for Q4 2017, filed 8 Feb 2018.