MC
XL

Miles Capital’s XL Group Ltd. XL Stock Holding History

Miles Capital’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
2016
Q3 		– Sell
-13,484
Closed -$449K – 231
2016
Q2 		$449K Sell
13,484
-21,020
-61% -$717K 0.31% 71
2016
Q1 		$1.27M Buy
34,504
+2,447
+8% +$87K 0.85% 17
2015
Q4 		$1.26M Buy
32,057
+17,947
+127% +$681K 0.86% 19
2015
Q3 		$512K Sell
14,110
-310
-2% -$11.7K 0.37% 72
2015
Q2 		$536K Buy
+14,420
New +$541K 0.35% 79

Other funds holding XL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Miles Capital's XL Position: Q3 2016 in Review

Miles Capital sold out of XL Group Ltd. (XL) in Q3 2016, closing a stake of 13,484 shares — an estimated $449K sold.

Miles Capital first reported a position in XL in Q2 2015 and held it in 5 quarters. The position peaked at $1.27M in Q1 2016. 332 funds tracked by Wall St. Rank hold XL as of Q3 2016.

  • Miles Capital reported no remaining XL Group Ltd. position as of Q3 2016 after selling out during the quarter.
  • Miles Capital sold 13,484 XL Group Ltd. shares in Q3 2016, an estimated $449K.
  • Miles Capital first reported a position in XL Group Ltd. in Q2 2015 and held it in 5 quarters.
  • Miles Capital's XL Group Ltd. position peaked at $1.27M in Q1 2016.
  • 332 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2016.

Based on Miles Capital's 13F filing for Q3 2016, filed 15 Nov 2016.