LifePlan Financial Group’s XL Group Ltd. XL Stock Holding History

LifePlan Financial Group’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	-80	Closed	-$4K	–	554
2018 Q2	$4K	Hold	80	–	–	﹤0.01%	450
2018 Q1	$4K	Buy	+80	New	+$3.51K	﹤0.01%	438

Other funds holding XL

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

LifePlan Financial Group's XL Position: Q3 2018 in Review

LifePlan Financial Group sold out of XL Group Ltd. (XL) in Q3 2018, closing a stake of 80 shares — an estimated $4K sold.

LifePlan Financial Group first reported a position in XL in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q2 2018. 2 funds tracked by Wall St. Rank hold XL as of Q3 2018.

LifePlan Financial Group reported no remaining XL Group Ltd. position as of Q3 2018 after selling out during the quarter.
LifePlan Financial Group sold 80 XL Group Ltd. shares in Q3 2018, an estimated $4K.
LifePlan Financial Group first reported a position in XL Group Ltd. in Q1 2018 and held it in 2 quarters.
LifePlan Financial Group's XL Group Ltd. position peaked at $4K in Q2 2018.
2 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2018.

Based on LifePlan Financial Group's 13F filing for Q3 2018, filed 9 Oct 2018.