Index Management Solutions’s XL Group Ltd. XL Stock Holding History

Index Management Solutions’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
2015 Q3	$42K	Buy	1,143 +96	+9%	+$3.63K	0.04%	231
2015 Q2	$39K	Buy	1,047 +613	+141%	+$23K	0.04%	324
2015 Q1	$16K	Sell	434 -641	-60%	-$23K	0.01%	464
2014 Q4	$37K	Sell	1,075 -7,378	-87%	-$252K	0.01%	535
2014 Q3	$280K	Buy	8,453 +1,383	+20%	+$46.2K	0.03%	496
2014 Q2	$231K	Buy	7,070 +4,508	+176%	+$145K	0.03%	558
2014 Q1	$80K	Buy	2,562 +1,451	+131%	+$43.3K	0.01%	555
2013 Q4	$35K	Buy	1,111 +161	+17%	+$5.02K	0.01%	595
2013 Q3	$29K	Buy	+950	New	+$29.5K	0.01%	631

Other funds holding XL

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Index Management Solutions's XL Position: Q3 2015 in Review

Index Management Solutions increased its XL Group Ltd. (XL) stake by 9.2% in Q3 2015, buying an estimated $3.63K and bringing the position to 1,143 shares worth $42K. The position accounts for 0.04% of the portfolio, ranked #231.

Index Management Solutions first reported a position in XL in Q3 2013 and has held it in 9 quarters since. The position peaked at $280K in Q3 2014. 369 funds tracked by Wall St. Rank hold XL as of Q3 2015.

Index Management Solutions held 1,143 shares of XL Group Ltd. worth $42K as of Q3 2015.
Index Management Solutions bought 96 XL Group Ltd. shares in Q3 2015, an estimated $3.63K.
XL Group Ltd. made up 0.04% of Index Management Solutions's portfolio in Q3 2015, its #231 holding.
Index Management Solutions first reported a position in XL Group Ltd. in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's XL Group Ltd. position peaked at $280K in Q3 2014.
369 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.