Kaizen Advisory’s XL Group Ltd. XL Stock Holding History

Kaizen Advisory’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	-596	Closed	-$33K	–	633
2018 Q2	$33K	Buy	596 +332	+126%	+$18.5K	0.02%	446
2018 Q1	$15K	Hold	264	–	–	0.01%	396
2017 Q4	$9K	Buy	+264	New	+$10.2K	0.01%	516

Other funds holding XL

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Kaizen Advisory's XL Position: Q3 2018 in Review

Kaizen Advisory sold out of XL Group Ltd. (XL) in Q3 2018, closing a stake of 596 shares — an estimated $33K sold.

Kaizen Advisory first reported a position in XL in Q4 2017 and held it in 3 quarters. The position peaked at $33K in Q2 2018. 2 funds tracked by Wall St. Rank hold XL as of Q3 2018.

Kaizen Advisory reported no remaining XL Group Ltd. position as of Q3 2018 after selling out during the quarter.
Kaizen Advisory sold 596 XL Group Ltd. shares in Q3 2018, an estimated $33K.
Kaizen Advisory first reported a position in XL Group Ltd. in Q4 2017 and held it in 3 quarters.
Kaizen Advisory's XL Group Ltd. position peaked at $33K in Q2 2018.
2 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2018.

Based on Kaizen Advisory's 13F filing for Q3 2018, filed 1 Nov 2018.