LNWWM
XL

Laird Norton Wetherby Wealth Management’s XL Group Ltd. XL Stock Holding History

Laird Norton Wetherby Wealth Management’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
-5,037
Closed -$281K – 692
2018
Q2 		$281K Buy
5,037
+137
+3% +$7.63K 0.04% 499
2018
Q1 		$271K Buy
+4,900
New +$215K 0.04% 504

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

Laird Norton Wetherby Wealth Management's XL Position: Q3 2018 in Review

Laird Norton Wetherby Wealth Management sold out of XL Group Ltd. (XL) in Q3 2018, closing a stake of 5,037 shares — an estimated $281K sold.

Laird Norton Wetherby Wealth Management first reported a position in XL in Q1 2018 and held it in 2 quarters. The position peaked at $281K in Q2 2018. 2 funds tracked by Wall St. Rank hold XL as of Q3 2018.

  • Laird Norton Wetherby Wealth Management reported no remaining XL Group Ltd. position as of Q3 2018 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 5,037 XL Group Ltd. shares in Q3 2018, an estimated $281K.
  • Laird Norton Wetherby Wealth Management first reported a position in XL Group Ltd. in Q1 2018 and held it in 2 quarters.
  • Laird Norton Wetherby Wealth Management's XL Group Ltd. position peaked at $281K in Q2 2018.
  • 2 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2018.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2018, filed 7 Nov 2018.