MCM
XL

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

McKinley 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
2014
Q1 		– Sell
-155,044
Closed -$4.94M – 472
2013
Q4 		$4.94M Sell
155,044
-231
-0.1% -$7.2K 0.19% 119
2013
Q3 		$4.79M Buy
155,275
+1,028
+0.7% +$31.9K 0.21% 114
2013
Q2 		$4.68M Buy
+154,247
New +$4.81M 0.23% 94

Other funds holding XL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

McKinley Capital Management's XL Position: Q1 2014 in Review

McKinley Capital Management sold out of XL Group Ltd. (XL) in Q1 2014, closing a stake of 155,044 shares — an estimated $4.94M sold.

McKinley Capital Management first reported a position in XL in Q2 2013 and held it in 3 quarters. The position peaked at $4.94M in Q4 2013. 311 funds tracked by Wall St. Rank hold XL as of Q1 2014.

  • McKinley Capital Management reported no remaining XL Group Ltd. position as of Q1 2014 after selling out during the quarter.
  • McKinley Capital Management sold 155,044 XL Group Ltd. shares in Q1 2014, an estimated $4.94M.
  • McKinley Capital Management first reported a position in XL Group Ltd. in Q2 2013 and held it in 3 quarters.
  • McKinley Capital Management's XL Group Ltd. position peaked at $4.94M in Q4 2013.
  • 311 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2014.

Based on McKinley Capital Management's 13F filing for Q1 2014, filed 13 May 2014.