Massachusetts Financial Services
XL

Massachusetts Financial Services’s XL Group Ltd. XL Stock Holding History

Massachusetts Financial Services’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
-210,646
Closed -$11.8M – 900
2018
Q2 		$11.8M Buy
210,646
+88
+0% +$4.9K 0.01% 608
2018
Q1 		$11.6M Sell
210,558
-2,801,642
-93% -$123M 0.01% 588
2017
Q4 		$106M Sell
3,012,200
-2,802,037
-48% -$109M 0.04% 268
2017
Q3 		$229M Buy
5,814,237
+2,500,208
+75% +$107M 0.1% 180
2017
Q2 		$145M Sell
3,314,029
-166,910
-5% -$7.03M 0.06% 220
2017
Q1 		$139M Sell
3,480,939
-23,687
-0.7% -$929K 0.07% 217
2016
Q4 		$131M Buy
3,504,626
+1,457,300
+71% +$52.3M 0.06% 224
2016
Q3 		$68.9M Buy
2,047,326
+148,293
+8% +$4.99M 0.03% 292
2016
Q2 		$63.3M Buy
1,899,033
+689,989
+57% +$23.5M 0.03% 303
2016
Q1 		$44.5M Buy
1,209,044
+65,310
+6% +$2.32M 0.02% 365
2015
Q4 		$44.8M Sell
1,143,734
-285,765
-20% -$10.8M 0.02% 360
2015
Q3 		$51.9M Buy
1,429,499
+39,002
+3% +$1.48M 0.03% 324
2015
Q2 		$51.7M Buy
1,390,497
+660,098
+90% +$24.7M 0.03% 341
2015
Q1 		$26.9M Buy
730,399
+107,611
+17% +$3.86M 0.01% 459
2014
Q4 		$21.4M Buy
+622,788
New +$21.2M 0.01% 501

Other funds holding XL

UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Massachusetts Financial Services's XL Position: Q3 2018 in Review

Massachusetts Financial Services sold out of XL Group Ltd. (XL) in Q3 2018, closing a stake of 210,646 shares — an estimated $11.8M sold.

Massachusetts Financial Services first reported a position in XL in Q4 2014 and held it in 15 quarters. The position peaked at $229M in Q3 2017. 2 funds tracked by Wall St. Rank hold XL as of Q3 2018.

  • Massachusetts Financial Services reported no remaining XL Group Ltd. position as of Q3 2018 after selling out during the quarter.
  • Massachusetts Financial Services sold 210,646 XL Group Ltd. shares in Q3 2018, an estimated $11.8M.
  • Massachusetts Financial Services first reported a position in XL Group Ltd. in Q4 2014 and held it in 15 quarters.
  • Massachusetts Financial Services's XL Group Ltd. position peaked at $229M in Q3 2017.
  • 2 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2018.

Based on Massachusetts Financial Services's 13F filing for Q3 2018, filed 25 Oct 2018.