Mount Lucas Management’s XL Group Ltd. XL Stock Holding History

Mount Lucas 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
2018 Q3	–	Sell	-212,778	Closed	-$11.9M	–	98
2018 Q2	$11.9M	Sell	212,778 -4,496	-2%	-$250K	1.8%	12
2018 Q1	$12M	Sell	217,274 -17,975	-8%	-$789K	1.93%	11
2017 Q4	$8.27M	Sell	235,249 -10,758	-4%	-$417K	1.43%	27
2017 Q3	$9.71M	Buy	+246,007	New	+$10.5M	1.75%	26

Other funds holding XL

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Mount Lucas Management's XL Position: Q3 2018 in Review

Mount Lucas Management sold out of XL Group Ltd. (XL) in Q3 2018, closing a stake of 212,778 shares — an estimated $11.9M sold.

Mount Lucas Management first reported a position in XL in Q3 2017 and held it in 4 quarters. The position peaked at $12M in Q1 2018. 2 funds tracked by Wall St. Rank hold XL as of Q3 2018.

Mount Lucas Management reported no remaining XL Group Ltd. position as of Q3 2018 after selling out during the quarter.
Mount Lucas Management sold 212,778 XL Group Ltd. shares in Q3 2018, an estimated $11.9M.
Mount Lucas Management first reported a position in XL Group Ltd. in Q3 2017 and held it in 4 quarters.
Mount Lucas Management's XL Group Ltd. position peaked at $12M in Q1 2018.
2 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2018.

Based on Mount Lucas Management's 13F filing for Q3 2018, filed 14 Nov 2018.