JA
XL

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

JOYN 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
-1,363
Closed -$76K – 1987
2018
Q2 		$76K Sell
1,363
-1,026
-43% -$57.1K 0.02% 292
2018
Q1 		$132K Sell
2,389
-21,161
-90% -$929K 0.03% 187
2017
Q4 		$828K Buy
+23,550
New +$914K 0.18% 50

Other funds holding XL

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

JOYN Advisors's XL Position: Q3 2018 in Review

JOYN Advisors sold out of XL Group Ltd. (XL) in Q3 2018, closing a stake of 1,363 shares — an estimated $76K sold.

JOYN Advisors first reported a position in XL in Q4 2017 and held it in 3 quarters. The position peaked at $828K in Q4 2017. 2 funds tracked by Wall St. Rank hold XL as of Q3 2018.

  • JOYN Advisors reported no remaining XL Group Ltd. position as of Q3 2018 after selling out during the quarter.
  • JOYN Advisors sold 1,363 XL Group Ltd. shares in Q3 2018, an estimated $76K.
  • JOYN Advisors first reported a position in XL Group Ltd. in Q4 2017 and held it in 3 quarters.
  • JOYN Advisors's XL Group Ltd. position peaked at $828K in Q4 2017.
  • 2 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2018.

Based on JOYN Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.