MCM
XL

Matterhorn Capital Management’s XL Group Ltd. XL Stock Holding History

Matterhorn Capital Management’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
2015
Q3 		– Sell
-10,343
Closed -$385K – 58
2015
Q2 		$385K Buy
+10,343
New +$388K 0.16% 55

Other funds holding XL

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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Matterhorn Capital Management's XL Position: Q3 2015 in Review

Matterhorn Capital Management sold out of XL Group Ltd. (XL) in Q3 2015, closing a stake of 10,343 shares — an estimated $385K sold.

Matterhorn Capital Management first reported a position in XL in Q2 2015 and held it in 1 quarter. The position peaked at $385K in Q2 2015. 369 funds tracked by Wall St. Rank hold XL as of Q3 2015.

  • Matterhorn Capital Management reported no remaining XL Group Ltd. position as of Q3 2015 after selling out during the quarter.
  • Matterhorn Capital Management sold 10,343 XL Group Ltd. shares in Q3 2015, an estimated $385K.
  • Matterhorn Capital Management first reported a position in XL Group Ltd. in Q2 2015 and held it in 1 quarter.
  • Matterhorn Capital Management's XL Group Ltd. position peaked at $385K in Q2 2015.
  • 369 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2015.

Based on Matterhorn Capital Management's 13F filing for Q3 2015, filed 3 Nov 2015.