MYIA
XL

Mount Yale Investment Advisors’s XL Group Ltd. XL Stock Holding History

Mount Yale 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
2018
Q3 		– Sell
-1,247
Closed -$70K – 1046
2018
Q2 		$70K Sell
1,247
-3,151
-72% -$175K 0.01% 566
2018
Q1 		$243K Buy
+4,398
New +$193K 0.05% 269

Other funds holding XL

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Mount Yale Investment Advisors's XL Position: Q3 2018 in Review

Mount Yale Investment Advisors sold out of XL Group Ltd. (XL) in Q3 2018, closing a stake of 1,247 shares — an estimated $70K sold.

Mount Yale Investment Advisors first reported a position in XL in Q1 2018 and held it in 2 quarters. The position peaked at $243K in Q1 2018. 2 funds tracked by Wall St. Rank hold XL as of Q3 2018.

  • Mount Yale Investment Advisors reported no remaining XL Group Ltd. position as of Q3 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,247 XL Group Ltd. shares in Q3 2018, an estimated $70K.
  • Mount Yale Investment Advisors first reported a position in XL Group Ltd. in Q1 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's XL Group Ltd. position peaked at $243K in Q1 2018.
  • 2 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.