IWMPD
XL

Integrated Wealth Management (Palm Desert)’s XL Group Ltd. XL Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q2 		– Sell
-93
Closed -$3K – 1571
2015
Q1 		$3K Buy
+93
New +$3.33K ﹤0.01% 1062

Other funds holding XL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s XL Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of XL Group Ltd. (XL) in Q2 2015, closing a stake of 93 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in XL in Q1 2015 and held it in 1 quarter. The position peaked at $3K in Q1 2015. 360 funds tracked by Wall St. Rank hold XL as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining XL Group Ltd. position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 93 XL Group Ltd. shares in Q2 2015, an estimated $3K.
  • Integrated Wealth Management (Palm Desert) first reported a position in XL Group Ltd. in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s XL Group Ltd. position peaked at $3K in Q1 2015.
  • 360 funds tracked by Wall St. Rank held XL Group Ltd. as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.