GW & Wade’s XL Group Ltd. XL Stock Holding History

GW & Wade’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	-8,877	Closed	-$389K	–	250
2017 Q2	$389K	Buy	8,877 +12	+0.1%	+$506	0.05%	162
2017 Q1	$353K	Buy	+8,865	New	+$348K	0.05%	174

Other funds holding XL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

GW & Wade's XL Position: Q3 2017 in Review

GW & Wade sold out of XL Group Ltd. (XL) in Q3 2017, closing a stake of 8,877 shares — an estimated $389K sold.

GW & Wade first reported a position in XL in Q1 2017 and held it in 2 quarters. The position peaked at $389K in Q2 2017. 361 funds tracked by Wall St. Rank hold XL as of Q3 2017.

GW & Wade reported no remaining XL Group Ltd. position as of Q3 2017 after selling out during the quarter.
GW & Wade sold 8,877 XL Group Ltd. shares in Q3 2017, an estimated $389K.
GW & Wade first reported a position in XL Group Ltd. in Q1 2017 and held it in 2 quarters.
GW & Wade's XL Group Ltd. position peaked at $389K in Q2 2017.
361 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2017.

Based on GW & Wade's 13F filing for Q3 2017, filed 9 Nov 2017.