MUFG Americas’s XL Group Ltd. XL Stock Holding History

MUFG Americas’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
2013 Q4	–	Sell	-225	Closed	-$7K	–	1281
2013 Q3	$7K	Buy	225 +144	+178%	+$4.47K	﹤0.01%	1061
2013 Q2	$2K	Buy	+81	New	+$2.53K	﹤0.01%	1558

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

MUFG Americas's XL Position: Q4 2013 in Review

MUFG Americas sold out of XL Group Ltd. (XL) in Q4 2013, closing a stake of 225 shares — an estimated $7K sold.

MUFG Americas first reported a position in XL in Q2 2013 and held it in 2 quarters. The position peaked at $7K in Q3 2013. 326 funds tracked by Wall St. Rank hold XL as of Q4 2013.

MUFG Americas reported no remaining XL Group Ltd. position as of Q4 2013 after selling out during the quarter.
MUFG Americas sold 225 XL Group Ltd. shares in Q4 2013, an estimated $7K.
MUFG Americas first reported a position in XL Group Ltd. in Q2 2013 and held it in 2 quarters.
MUFG Americas's XL Group Ltd. position peaked at $7K in Q3 2013.
326 funds tracked by Wall St. Rank held XL Group Ltd. as of Q4 2013.

Based on MUFG Americas's 13F filing for Q4 2013, filed 11 Feb 2014.