GSC
XL

Ground Swell Capital’s XL Group Ltd. XL Stock Holding History

Ground Swell Capital’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
2014
Q3 		$15K Buy
447
+37
+9% +$1.24K 0.03% 720
2014
Q2 		$13K Buy
+410
New +$13.1K 0.03% 622

Other funds holding XL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return

Ground Swell Capital's XL Position: Q3 2014 in Review

Ground Swell Capital increased its XL Group Ltd. (XL) stake by 9% in Q3 2014, buying an estimated $1.24K and bringing the position to 447 shares worth $15K. The position accounts for 0.03% of the portfolio, ranked #720.

Ground Swell Capital first reported a position in XL in Q2 2014 and has held it in 2 quarters since. 336 funds tracked by Wall St. Rank hold XL as of Q3 2014.

  • Ground Swell Capital held 447 shares of XL Group Ltd. worth $15K as of Q3 2014.
  • Ground Swell Capital bought 37 XL Group Ltd. shares in Q3 2014, an estimated $1.24K.
  • XL Group Ltd. made up 0.03% of Ground Swell Capital's portfolio in Q3 2014, its #720 holding.
  • Ground Swell Capital first reported a position in XL Group Ltd. in Q2 2014 and has held it in 2 quarters since.
  • 336 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.