Moneta Group Investment Advisors’s XL Group Ltd. XL Stock Holding History

Moneta Group Investment Advisors’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 Q4	–	Sell	-1,650	Closed	-$60K	–	525
2015 Q3	$60K	Buy	+1,650	New	+$62.5K	0.02%	216
2015 Q1	–	Sell	-6,720	Closed	-$231K	–	148
2014 Q4	$231K	Sell	6,720 -190	-3%	-$6.48K	0.11%	127
2014 Q3	$229K	Buy	6,910 +40	+0.6%	+$1.33K	0.12%	124
2014 Q2	$225K	Sell	6,870 -500	-7%	-$16K	0.12%	125
2014 Q1	$230K	Sell	7,370 -465	-6%	-$13.9K	0.14%	112
2013 Q4	$249K	Sell	7,835 -2,150	-22%	-$67K	0.15%	108
2013 Q3	$308K	Sell	9,985 -975	-9%	-$30.3K	0.2%	86
2013 Q2	$332K	Buy	+10,960	New	+$342K	0.23%	78

Other funds holding XL

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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 New York $30.8B AUM 11.29% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Moneta Group Investment Advisors's XL Position: Q4 2015 in Review

Moneta Group Investment Advisors sold out of XL Group Ltd. (XL) in Q4 2015, closing a stake of 1,650 shares — an estimated $60K sold.

Moneta Group Investment Advisors first reported a position in XL in Q2 2013 and held it in 8 quarters. The position peaked at $332K in Q2 2013. 351 funds tracked by Wall St. Rank hold XL as of Q4 2015.

Moneta Group Investment Advisors reported no remaining XL Group Ltd. position as of Q4 2015 after selling out during the quarter.
Moneta Group Investment Advisors sold 1,650 XL Group Ltd. shares in Q4 2015, an estimated $60K.
Moneta Group Investment Advisors first reported a position in XL Group Ltd. in Q2 2013 and held it in 8 quarters.
Moneta Group Investment Advisors's XL Group Ltd. position peaked at $332K in Q2 2013.
351 funds tracked by Wall St. Rank held XL Group Ltd. as of Q4 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.