IA
XL

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

IFP 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
Q3 		– Sell
-530
Closed -$30K – 4187
2018
Q2 		$30K Sell
530
-2,679
-83% -$149K ﹤0.01% 2235
2018
Q1 		$113K Hold
3,209
– – 0.01% 1317
2017
Q4 		$113K Buy
3,209
+960
+43% +$37.2K 0.01% 1326
2017
Q3 		$89K Sell
2,249
-68
-3% -$2.9K ﹤0.01% 1626
2017
Q2 		$101K Buy
2,317
+384
+20% +$16.2K ﹤0.01% 1527
2017
Q1 		$77K Buy
1,933
+1,515
+362% +$59.4K ﹤0.01% 1674
2016
Q4 		$16K Sell
418
-46
-10% -$1.65K ﹤0.01% 2642
2016
Q3 		$16K Buy
464
+19
+4% +$639 ﹤0.01% 2567
2016
Q2 		$15K Buy
+445
New +$15.2K ﹤0.01% 2562
2016
Q1 		– Sell
-3,042
Closed -$119K – 4376
2015
Q4 		$119K Buy
+3,042
New +$115K 0.01% 1083

Other funds holding XL

UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

IFP Advisors's XL Position: Q3 2018 in Review

IFP Advisors sold out of XL Group Ltd. (XL) in Q3 2018, closing a stake of 530 shares — an estimated $30K sold.

IFP Advisors first reported a position in XL in Q4 2015 and held it in 10 quarters. The position peaked at $119K in Q4 2015. 2 funds tracked by Wall St. Rank hold XL as of Q3 2018.

  • IFP Advisors reported no remaining XL Group Ltd. position as of Q3 2018 after selling out during the quarter.
  • IFP Advisors sold 530 XL Group Ltd. shares in Q3 2018, an estimated $30K.
  • IFP Advisors first reported a position in XL Group Ltd. in Q4 2015 and held it in 10 quarters.
  • IFP Advisors's XL Group Ltd. position peaked at $119K in Q4 2015.
  • 2 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2018.

Based on IFP Advisors's 13F filing for Q3 2018, filed 25 Oct 2018.