MWP
XL

MYCIO Wealth Partners’s XL Group Ltd. XL Stock Holding History

MYCIO Wealth Partners’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 		– Sell
-100
Closed -$3K – 824
2016
Q3 		$3K Hold
100
– – ﹤0.01% 731
2016
Q2 		$3K Hold
100
– – ﹤0.01% 844
2016
Q1 		$4K Hold
100
– – ﹤0.01% 643
2015
Q4 		$4K Hold
100
– – ﹤0.01% 641
2015
Q3 		$4K Buy
+100
New +$3.79K ﹤0.01% 700

Other funds holding XL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $34.1B AUM 23.81% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

MYCIO Wealth Partners's XL Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of XL Group Ltd. (XL) in Q4 2016, closing a stake of 100 shares — an estimated $3K sold.

MYCIO Wealth Partners first reported a position in XL in Q3 2015 and held it in 5 quarters. The position peaked at $4K in Q1 2016. 361 funds tracked by Wall St. Rank hold XL as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining XL Group Ltd. position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 100 XL Group Ltd. shares in Q4 2016, an estimated $3K.
  • MYCIO Wealth Partners first reported a position in XL Group Ltd. in Q3 2015 and held it in 5 quarters.
  • MYCIO Wealth Partners's XL Group Ltd. position peaked at $4K in Q1 2016.
  • 361 funds tracked by Wall St. Rank held XL Group Ltd. as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.