MFS
XL

MSI Financial Services’s XL Group Ltd. XL Stock Holding History

MSI Financial Services’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
Q4 		$30K Hold
790
– – ﹤0.01% 2170
2016
Q3 		$27K Buy
790
+347
+78% +$11.7K ﹤0.01% 2204
2016
Q2 		$15K Buy
443
+211
+91% +$7.2K ﹤0.01% 2535
2016
Q1 		$9K Buy
232
+154
+197% +$5.48K ﹤0.01% 2881
2015
Q4 		$3K Buy
78
+64
+457% +$2.43K ﹤0.01% 3389
2015
Q3 		$1K Sell
14
-118
-89% -$4.47K ﹤0.01% 3117
2015
Q2 		$5K Sell
132
-20
-13% -$750 ﹤0.01% 2496
2015
Q1 		$6K Sell
152
-18
-11% -$645 ﹤0.01% 2403
2014
Q4 		$6K Buy
170
+52
+44% +$1.77K ﹤0.01% 2093
2014
Q3 		$4K Sell
118
-100
-46% -$3.34K ﹤0.01% 2238
2014
Q2 		$7K Buy
218
+103
+90% +$3.3K ﹤0.01% 1979
2014
Q1 		$4K Hold
115
– – ﹤0.01% 2142
2013
Q4 		$4K Hold
115
– – ﹤0.01% 2113
2013
Q3 		$4K Sell
115
-59
-34% -$1.83K ﹤0.01% 1817
2013
Q2 		$5K Buy
+174
New +$5.43K ﹤0.01% 1870

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

MSI Financial Services's XL Position: Q4 2016 in Review

MSI Financial Services held its XL Group Ltd. (XL) position steady in Q4 2016 at 790 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #2170.

MSI Financial Services first reported a position in XL in Q2 2013 and has held it in 15 quarters since. 361 funds tracked by Wall St. Rank hold XL as of Q4 2016.

  • MSI Financial Services held 790 shares of XL Group Ltd. worth $30K as of Q4 2016.
  • MSI Financial Services left its XL Group Ltd. share count unchanged in Q4 2016.
  • XL Group Ltd. made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2170 holding.
  • MSI Financial Services first reported a position in XL Group Ltd. in Q2 2013 and has held it in 15 quarters since.
  • 361 funds tracked by Wall St. Rank held XL Group Ltd. as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.