Ironwood Financial’s XL Group Ltd. XL Stock Holding History

Ironwood Financial’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 Q1	–	Sell	-5	Closed	–	–	525
2014 Q4	$0	Buy	+5	New	+$171	﹤0.01%	476

Other funds holding XL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BIT

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

Ironwood Financial's XL Position: Q1 2015 in Review

Ironwood Financial sold out of XL Group Ltd. (XL) in Q1 2015, closing a stake of 5 shares.

Ironwood Financial first reported a position in XL in Q4 2014 and held it in 1 quarter. The position peaked at $0 in Q4 2014. 330 funds tracked by Wall St. Rank hold XL as of Q1 2015.

Ironwood Financial reported no remaining XL Group Ltd. position as of Q1 2015 after selling out during the quarter.
Ironwood Financial sold 5 XL Group Ltd. shares in Q1 2015.
Ironwood Financial first reported a position in XL Group Ltd. in Q4 2014 and held it in 1 quarter.
Ironwood Financial's XL Group Ltd. position peaked at $0 in Q4 2014.
330 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2015.

Based on Ironwood Financial's 13F filing for Q1 2015, filed 6 May 2015.