Guardian Investor Services’s XL Group Ltd. XL Stock Holding History

Guardian Investor 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
2015 Q1	$65K	Sell	1,763 -23	-1%	-$825	0.05%	393
2014 Q4	$61K	Sell	1,786 -98	-5%	-$3.34K	0.05%	404
2014 Q3	$62K	Sell	1,884 -170	-8%	-$5.67K	0.05%	399
2014 Q2	$67K	Sell	2,054 -127	-6%	-$4.07K	0.05%	392
2014 Q1	$68K	Sell	2,181 -113	-5%	-$3.37K	0.05%	391
2013 Q4	$73K	Sell	2,294 -27	-1%	-$841	0.06%	374
2013 Q3	$72K	Sell	2,321 -75	-3%	-$2.33K	0.06%	359
2013 Q2	$73K	Buy	+2,396	New	+$74.8K	0.06%	350

Other funds holding XL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Guardian Investor Services's XL Position: Q1 2015 in Review

Guardian Investor Services reduced its XL Group Ltd. (XL) stake by 1.3% in Q1 2015, selling an estimated $825 and leaving 1,763 shares worth $65K. The position accounts for 0.05% of the portfolio, ranked #393.

Guardian Investor Services first reported a position in XL in Q2 2013 and has held it in 8 quarters since. The position peaked at $73K in Q4 2013. 330 funds tracked by Wall St. Rank hold XL as of Q1 2015.

Guardian Investor Services held 1,763 shares of XL Group Ltd. worth $65K as of Q1 2015.
Guardian Investor Services sold 23 XL Group Ltd. shares in Q1 2015, an estimated $825.
XL Group Ltd. made up 0.05% of Guardian Investor Services's portfolio in Q1 2015, its #393 holding.
Guardian Investor Services first reported a position in XL Group Ltd. in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's XL Group Ltd. position peaked at $73K in Q4 2013.
330 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.