HR
XL

Howe & Rusling’s XL Group Ltd. XL Stock Holding History

Howe & Rusling’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
Q2 		– Sell
-45
Closed -$2K – 1008
2018
Q1 		$2K Sell
45
-8
-15% -$351 ﹤0.01% 826
2017
Q4 		$2K Sell
53
-500
-90% -$19.4K ﹤0.01% 760
2017
Q3 		$22K Sell
553
-71
-11% -$3.03K ﹤0.01% 373
2017
Q2 		$27K Buy
624
+136
+28% +$5.73K 0.01% 342
2017
Q1 		$19K Buy
488
+447
+1,090% +$17.5K ﹤0.01% 377
2016
Q4 		$2K Buy
41
+13
+46% +$466 ﹤0.01% 929
2016
Q3 		$1K Hold
28
– – ﹤0.01% 1014
2016
Q2 		$1K Sell
28
-28
-50% -$956 ﹤0.01% 954
2016
Q1 		$2K Buy
56
+4
+8% +$142 ﹤0.01% 916
2015
Q4 		$2K Sell
52
-24
-32% -$911 ﹤0.01% 885
2015
Q3 		$3K Buy
76
+11
+17% +$416 ﹤0.01% 790
2015
Q2 		$2K Sell
65
-1
-2% -$37 ﹤0.01% 922
2015
Q1 		$2K Buy
66
+29
+78% +$1.04K ﹤0.01% 826
2014
Q4 		$1K Sell
37
-21
-36% -$716 ﹤0.01% 895
2014
Q3 		$2K Sell
58
-3
-5% -$100 ﹤0.01% 796
2014
Q2 		$2K Buy
+61
New +$1.96K ﹤0.01% 743

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return