KT
XL

Kanaly Trust’s XL Group Ltd. XL Stock Holding History

Kanaly Trust’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
2016
Q3 		– Sell
-102
Closed -$3K – 973
2016
Q2 		$3K Sell
102
-152
-60% -$5.19K ﹤0.01% 745
2016
Q1 		$9K Sell
254
-12
-5% -$427 ﹤0.01% 576
2015
Q4 		$10K Sell
266
-232
-47% -$8.8K ﹤0.01% 579
2015
Q3 		$18K Buy
+498
New +$18.9K ﹤0.01% 471

Other funds holding XL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Kanaly Trust's XL Position: Q3 2016 in Review

Kanaly Trust sold out of XL Group Ltd. (XL) in Q3 2016, closing a stake of 102 shares — an estimated $3K sold.

Kanaly Trust first reported a position in XL in Q3 2015 and held it in 4 quarters. The position peaked at $18K in Q3 2015. 331 funds tracked by Wall St. Rank hold XL as of Q3 2016.

  • Kanaly Trust reported no remaining XL Group Ltd. position as of Q3 2016 after selling out during the quarter.
  • Kanaly Trust sold 102 XL Group Ltd. shares in Q3 2016, an estimated $3K.
  • Kanaly Trust first reported a position in XL Group Ltd. in Q3 2015 and held it in 4 quarters.
  • Kanaly Trust's XL Group Ltd. position peaked at $18K in Q3 2015.
  • 331 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2016.

Based on Kanaly Trust's 13F filing for Q3 2016, filed 8 Nov 2016.