HIM
XL

Hillsdale Investment Management’s XL Group Ltd. XL Stock Holding History

Hillsdale Investment Management’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
2013
Q3 		– Sell
-8,500
Closed -$258K – 614
2013
Q2 		$258K Buy
+8,500
New +$265K 0.08% 237

Other funds holding XL

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return

Hillsdale Investment Management's XL Position: Q3 2013 in Review

Hillsdale Investment Management sold out of XL Group Ltd. (XL) in Q3 2013, closing a stake of 8,500 shares — an estimated $258K sold.

Hillsdale Investment Management first reported a position in XL in Q2 2013 and held it in 1 quarter. The position peaked at $258K in Q2 2013. 321 funds tracked by Wall St. Rank hold XL as of Q3 2013.

  • Hillsdale Investment Management reported no remaining XL Group Ltd. position as of Q3 2013 after selling out during the quarter.
  • Hillsdale Investment Management sold 8,500 XL Group Ltd. shares in Q3 2013, an estimated $258K.
  • Hillsdale Investment Management first reported a position in XL Group Ltd. in Q2 2013 and held it in 1 quarter.
  • Hillsdale Investment Management's XL Group Ltd. position peaked at $258K in Q2 2013.
  • 321 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2013.

Based on Hillsdale Investment Management's 13F filing for Q3 2013, filed 14 Nov 2013.