KWILP
XL

Kiwi Wealth Investments Limited Partnership’s XL Group Ltd. XL Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
-56,248
Closed -$2.46M – 167
2017
Q2 		$2.46M Sell
56,248
-11,844
-17% -$499K 0.23% 78
2017
Q1 		$2.71M Buy
+68,092
New +$2.67M 0.22% 93

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's XL Position: Q3 2017 in Review

Kiwi Wealth Investments Limited Partnership sold out of XL Group Ltd. (XL) in Q3 2017, closing a stake of 56,248 shares — an estimated $2.46M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in XL in Q1 2017 and held it in 2 quarters. The position peaked at $2.71M in Q1 2017. 361 funds tracked by Wall St. Rank hold XL as of Q3 2017.

  • Kiwi Wealth Investments Limited Partnership reported no remaining XL Group Ltd. position as of Q3 2017 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 56,248 XL Group Ltd. shares in Q3 2017, an estimated $2.46M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in XL Group Ltd. in Q1 2017 and held it in 2 quarters.
  • Kiwi Wealth Investments Limited Partnership's XL Group Ltd. position peaked at $2.71M in Q1 2017.
  • 361 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2017.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2017, filed 7 Nov 2017.