Lowe Wealth Advisors’s XL Group Ltd. XL Stock Holding History

Lowe Wealth 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
2016 Q1	–	Sell	-125	Closed	-$5K	–	249
2015 Q4	$5K	Hold	125	–	–	﹤0.01%	162
2015 Q3	$5K	Buy	+125	New	+$4.73K	﹤0.01%	162

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

Lowe Wealth Advisors's XL Position: Q1 2016 in Review

Lowe Wealth Advisors sold out of XL Group Ltd. (XL) in Q1 2016, closing a stake of 125 shares — an estimated $5K sold.

Lowe Wealth Advisors first reported a position in XL in Q3 2015 and held it in 2 quarters. The position peaked at $5K in Q4 2015. 337 funds tracked by Wall St. Rank hold XL as of Q1 2016.

Lowe Wealth Advisors reported no remaining XL Group Ltd. position as of Q1 2016 after selling out during the quarter.
Lowe Wealth Advisors sold 125 XL Group Ltd. shares in Q1 2016, an estimated $5K.
Lowe Wealth Advisors first reported a position in XL Group Ltd. in Q3 2015 and held it in 2 quarters.
Lowe Wealth Advisors's XL Group Ltd. position peaked at $5K in Q4 2015.
337 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2016.

Based on Lowe Wealth Advisors's 13F filing for Q1 2016, filed 11 Apr 2016.