HighTower Advisors
XL

HighTower Advisors’s XL Group Ltd. XL Stock Holding History

HighTower 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
2018
Q1 		– Sell
-7,390
Closed -$259K – 2422
2017
Q4 		$259K Sell
7,390
-2,546
-26% -$98.8K ﹤0.01% 1778
2017
Q3 		$398K Buy
9,936
+1,228
+14% +$52.4K ﹤0.01% 1557
2017
Q2 		$382K Buy
8,708
+370
+4% +$15.6K ﹤0.01% 1500
2017
Q1 		$334K Buy
+8,338
New +$327K ﹤0.01% 1500
2016
Q2 		– Sell
-28,899
Closed -$1.06M – 2170
2016
Q1 		$1.06M Buy
28,899
+18,788
+186% +$668K ﹤0.01% 999
2015
Q4 		$394K Buy
+10,111
New +$384K ﹤0.01% 1439
2015
Q1 		– Sell
-86,415
Closed -$2.97M – 1768
2014
Q4 		$2.97M Buy
86,415
+2,186
+3% +$74.5K 0.05% 453
2014
Q3 		$2.79M Buy
84,229
+2,413
+3% +$80.5K 0.05% 436
2014
Q2 		$2.68M Buy
81,816
+6,015
+8% +$193K 0.05% 470
2014
Q1 		$2.37M Buy
75,801
+46,185
+156% +$1.38M 0.05% 462
2013
Q4 		$943K Buy
29,616
+553
+2% +$17.2K 0.02% 718
2013
Q3 		$896K Buy
29,063
+7,087
+32% +$220K 0.02% 656
2013
Q2 		$666K Buy
+21,976
New +$686K 0.02% 721

Other funds holding XL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

HighTower Advisors's XL Position: Q1 2018 in Review

HighTower Advisors sold out of XL Group Ltd. (XL) in Q1 2018, closing a stake of 7,390 shares — an estimated $259K sold.

HighTower Advisors first reported a position in XL in Q2 2013 and held it in 13 quarters. The position peaked at $2.97M in Q4 2014. 422 funds tracked by Wall St. Rank hold XL as of Q1 2018.

  • HighTower Advisors reported no remaining XL Group Ltd. position as of Q1 2018 after selling out during the quarter.
  • HighTower Advisors sold 7,390 XL Group Ltd. shares in Q1 2018, an estimated $259K.
  • HighTower Advisors first reported a position in XL Group Ltd. in Q2 2013 and held it in 13 quarters.
  • HighTower Advisors's XL Group Ltd. position peaked at $2.97M in Q4 2014.
  • 422 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2018.

Based on HighTower Advisors's 13F filing for Q1 2018, filed 15 May 2018.