JMPWA
XL

JP Morgan Private Wealth Advisors’s XL Group Ltd. XL Stock Holding History

JP Morgan Private Wealth 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
Q1 		– Sell
-14,448
Closed -$508K – 1428
2017
Q4 		$508K Buy
14,448
+591
+4% +$22.9K ﹤0.01% 864
2017
Q3 		$547K Buy
13,857
+1,108
+9% +$47.3K ﹤0.01% 812
2017
Q2 		$558K Buy
12,749
+3,693
+41% +$156K ﹤0.01% 801
2017
Q1 		$361K Buy
+9,056
New +$355K ﹤0.01% 996
2016
Q1 		– Sell
-6,923
Closed -$271K – 1349
2015
Q4 		$271K Buy
6,923
+587
+9% +$22.3K ﹤0.01% 911
2015
Q3 		$230K Sell
6,336
-1,219
-16% -$46.1K ﹤0.01% 891
2015
Q2 		$281K Sell
7,555
-274
-3% -$10.3K ﹤0.01% 874
2015
Q1 		$288K Sell
7,829
-2,067
-21% -$74.1K ﹤0.01% 906
2014
Q4 		$340K Sell
9,896
-8,213
-45% -$280K ﹤0.01% 832
2014
Q3 		$601K Buy
18,109
+11,343
+168% +$379K 0.01% 642
2014
Q2 		$221K Buy
+6,766
New +$217K ﹤0.01% 796

Other funds holding XL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

JP Morgan Private Wealth Advisors's XL Position: Q1 2018 in Review

JP Morgan Private Wealth Advisors sold out of XL Group Ltd. (XL) in Q1 2018, closing a stake of 14,448 shares — an estimated $508K sold.

JP Morgan Private Wealth Advisors first reported a position in XL in Q2 2014 and held it in 11 quarters. The position peaked at $601K in Q3 2014. 422 funds tracked by Wall St. Rank hold XL as of Q1 2018.

  • JP Morgan Private Wealth Advisors reported no remaining XL Group Ltd. position as of Q1 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 14,448 XL Group Ltd. shares in Q1 2018, an estimated $508K.
  • JP Morgan Private Wealth Advisors first reported a position in XL Group Ltd. in Q2 2014 and held it in 11 quarters.
  • JP Morgan Private Wealth Advisors's XL Group Ltd. position peaked at $601K in Q3 2014.
  • 422 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2018, filed 10 May 2018.