MHS
XL

M Holdings Securities’s XL Group Ltd. XL Stock Holding History

M Holdings Securities’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
2014
Q4 		– Sell
-988
Closed -$33K – 510
2014
Q3 		$33K Buy
+988
New +$33K 0.02% 445

Other funds holding XL

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

M Holdings Securities's XL Position: Q4 2014 in Review

M Holdings Securities sold out of XL Group Ltd. (XL) in Q4 2014, closing a stake of 988 shares — an estimated $33K sold.

M Holdings Securities first reported a position in XL in Q3 2014 and held it in 1 quarter. The position peaked at $33K in Q3 2014. 340 funds tracked by Wall St. Rank hold XL as of Q4 2014.

  • M Holdings Securities reported no remaining XL Group Ltd. position as of Q4 2014 after selling out during the quarter.
  • M Holdings Securities sold 988 XL Group Ltd. shares in Q4 2014, an estimated $33K.
  • M Holdings Securities first reported a position in XL Group Ltd. in Q3 2014 and held it in 1 quarter.
  • M Holdings Securities's XL Group Ltd. position peaked at $33K in Q3 2014.
  • 340 funds tracked by Wall St. Rank held XL Group Ltd. as of Q4 2014.

Based on M Holdings Securities's 13F filing for Q4 2014, filed 13 Feb 2015.