LPL Financial
XL

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

LPL Financial’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
Q1 		– Sell
-10,160
Closed -$357K – 3310
2017
Q4 		$357K Buy
+10,160
New +$394K ﹤0.01% 2346
2017
Q1 		– Sell
-7,086
Closed -$267K – 2882
2016
Q4 		$267K Buy
+7,086
New +$254K ﹤0.01% 2270
2015
Q4 		– Sell
-5,887
Closed -$214K – 3327
2015
Q3 		$214K Buy
+5,887
New +$223K ﹤0.01% 2466

Other funds holding XL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

LPL Financial's XL Position: Q1 2018 in Review

LPL Financial sold out of XL Group Ltd. (XL) in Q1 2018, closing a stake of 10,160 shares — an estimated $357K sold.

LPL Financial first reported a position in XL in Q3 2015 and held it in 3 quarters. The position peaked at $357K in Q4 2017. 422 funds tracked by Wall St. Rank hold XL as of Q1 2018.

  • LPL Financial reported no remaining XL Group Ltd. position as of Q1 2018 after selling out during the quarter.
  • LPL Financial sold 10,160 XL Group Ltd. shares in Q1 2018, an estimated $357K.
  • LPL Financial first reported a position in XL Group Ltd. in Q3 2015 and held it in 3 quarters.
  • LPL Financial's XL Group Ltd. position peaked at $357K in Q4 2017.
  • 422 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2018.

Based on LPL Financial's 13F filing for Q1 2018, filed 15 May 2018.