LTI
XL

Laffer Tengler Investments’s XL Group Ltd. XL Stock Holding History

Laffer Tengler Investments’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
-66,118
Closed -$3.7M – 203
2018
Q2 		$3.7M Hold
66,118
– – 0.95% 14
2018
Q1 		$3.65M Buy
66,118
+22,938
+53% +$1.01M 0.91% 18
2017
Q4 		$1.52M Hold
43,180
– – 0.38% 136
2017
Q3 		$1.7M Sell
43,180
-3,105
-7% -$133K 0.45% 119
2017
Q2 		$2.03M Hold
46,285
– – 0.52% 95
2017
Q1 		$1.84M Hold
46,285
– – 0.48% 103
2016
Q4 		$1.72M Buy
+46,285
New +$1.66M 0.46% 106
2015
Q2 		– Sell
-67,501
Closed -$2.48M – 281
2015
Q1 		$2.48M Buy
+67,501
New +$2.42M 0.35% 98
2014
Q4 		– Sell
-67,501
Closed -$2.3M – 111
2014
Q3 		$2.24M Hold
67,501
– – 0.33% 107
2014
Q2 		$2.21M Sell
67,501
-2,220
-3% -$71.2K 0.34% 120
2014
Q1 		$2.18M Hold
69,721
– – 0.35% 122
2013
Q4 		$2.22M Buy
+69,721
New +$2.17M 0.37% 119
2013
Q3 		– Hold
0
– – – 101

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

Laffer Tengler Investments's XL Position: Q3 2018 in Review

Laffer Tengler Investments sold out of XL Group Ltd. (XL) in Q3 2018, closing a stake of 66,118 shares — an estimated $3.7M sold.

Laffer Tengler Investments first reported a position in XL in Q4 2013 and held it in 12 quarters. The position peaked at $3.7M in Q2 2018. 2 funds tracked by Wall St. Rank hold XL as of Q3 2018.

  • Laffer Tengler Investments reported no remaining XL Group Ltd. position as of Q3 2018 after selling out during the quarter.
  • Laffer Tengler Investments sold 66,118 XL Group Ltd. shares in Q3 2018, an estimated $3.7M.
  • Laffer Tengler Investments first reported a position in XL Group Ltd. in Q4 2013 and held it in 12 quarters.
  • Laffer Tengler Investments's XL Group Ltd. position peaked at $3.7M in Q2 2018.
  • 2 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2018.

Based on Laffer Tengler Investments's 13F filing for Q3 2018, filed 14 Nov 2018.