Loeb Partners Corp’s XL Group Ltd. XL Stock Holding History

Loeb Partners Corp’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
2016 Q1	–	Sell	-10,000	Closed	-$392K	–	171
2015 Q4	$392K	Hold	10,000	–	–	0.13%	117
2015 Q3	$363K	Buy	+10,000	New	+$379K	0.13%	122
2014 Q3	–	Sell	-10,000	Closed	-$327K	–	195
2014 Q2	$327K	Buy	+10,000	New	+$321K	0.1%	146

Other funds holding XL

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Loeb Partners Corp's XL Position: Q1 2016 in Review

Loeb Partners Corp sold out of XL Group Ltd. (XL) in Q1 2016, closing a stake of 10,000 shares — an estimated $392K sold.

Loeb Partners Corp first reported a position in XL in Q2 2014 and held it in 3 quarters. The position peaked at $392K in Q4 2015. 337 funds tracked by Wall St. Rank hold XL as of Q1 2016.

Loeb Partners Corp reported no remaining XL Group Ltd. position as of Q1 2016 after selling out during the quarter.
Loeb Partners Corp sold 10,000 XL Group Ltd. shares in Q1 2016, an estimated $392K.
Loeb Partners Corp first reported a position in XL Group Ltd. in Q2 2014 and held it in 3 quarters.
Loeb Partners Corp's XL Group Ltd. position peaked at $392K in Q4 2015.
337 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2016.

Based on Loeb Partners Corp's 13F filing for Q1 2016, filed 4 May 2016.