Janney Montgomery Scott
XL

Janney Montgomery Scott’s XL Group Ltd. XL Stock Holding History

Janney Montgomery Scott’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
2017
Q3 		– Sell
-11,930
Closed -$523K – 1906
2017
Q2 		$523K Sell
11,930
-3,745
-24% -$158K 0.01% 1159
2017
Q1 		$625K Buy
15,675
+1,919
+14% +$75.3K 0.01% 1058
2016
Q4 		$513K Buy
13,756
+6,103
+80% +$219K 0.01% 1079
2016
Q3 		$257K Buy
+7,653
New +$257K ﹤0.01% 1264

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Janney Montgomery Scott's XL Position: Q3 2017 in Review

Janney Montgomery Scott sold out of XL Group Ltd. (XL) in Q3 2017, closing a stake of 11,930 shares — an estimated $523K sold.

Janney Montgomery Scott first reported a position in XL in Q3 2016 and held it in 4 quarters. The position peaked at $625K in Q1 2017. 361 funds tracked by Wall St. Rank hold XL as of Q3 2017.

  • Janney Montgomery Scott reported no remaining XL Group Ltd. position as of Q3 2017 after selling out during the quarter.
  • Janney Montgomery Scott sold 11,930 XL Group Ltd. shares in Q3 2017, an estimated $523K.
  • Janney Montgomery Scott first reported a position in XL Group Ltd. in Q3 2016 and held it in 4 quarters.
  • Janney Montgomery Scott's XL Group Ltd. position peaked at $625K in Q1 2017.
  • 361 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2017.

Based on Janney Montgomery Scott's 13F filing for Q3 2017, filed 15 Nov 2017.