LFA
XL

Legacy Financial Advisors’s XL Group Ltd. XL Stock Holding History

Legacy Financial Advisors’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
-117
Closed -$7K – 985
2018
Q2 		$7K Hold
117
– – ﹤0.01% 640
2018
Q1 		$6K Hold
117
– – ﹤0.01% 616
2017
Q4 		$4K Buy
+117
New +$4.54K ﹤0.01% 687

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

Legacy Financial Advisors's XL Position: Q3 2018 in Review

Legacy Financial Advisors sold out of XL Group Ltd. (XL) in Q3 2018, closing a stake of 117 shares — an estimated $7K sold.

Legacy Financial Advisors first reported a position in XL in Q4 2017 and held it in 3 quarters. The position peaked at $7K in Q2 2018. 2 funds tracked by Wall St. Rank hold XL as of Q3 2018.

  • Legacy Financial Advisors reported no remaining XL Group Ltd. position as of Q3 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 117 XL Group Ltd. shares in Q3 2018, an estimated $7K.
  • Legacy Financial Advisors first reported a position in XL Group Ltd. in Q4 2017 and held it in 3 quarters.
  • Legacy Financial Advisors's XL Group Ltd. position peaked at $7K in Q2 2018.
  • 2 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2018.

Based on Legacy Financial Advisors's 13F filing for Q3 2018, filed 30 Oct 2018.