NFA
XL

Nationwide Fund Advisors’s XL Group Ltd. XL Stock Holding History

Nationwide Fund 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
2017
Q4 		– Sell
-497,240
Closed -$19.6M – 3086
2017
Q3 		$19.6M Sell
497,240
-54,158
-10% -$2.31M 0.08% 330
2017
Q2 		$24.2M Sell
551,398
-26,701
-5% -$1.13M 0.1% 248
2017
Q1 		$23M Buy
578,099
+121,481
+27% +$4.77M 0.09% 264
2016
Q4 		$17M Buy
456,618
+378,773
+487% +$13.6M 0.07% 363
2016
Q3 		$2.62M Sell
77,845
-17,235
-18% -$579K 0.01% 1264
2016
Q2 		$3.17M Sell
95,080
-60,051
-39% -$2.05M 0.01% 1164
2016
Q1 		$5.71M Sell
155,131
-4,757
-3% -$169K 0.02% 861
2015
Q4 		$6.26M Sell
159,888
-276
-0.2% -$10.5K 0.03% 808
2015
Q3 		$5.82M Buy
160,164
+38,483
+32% +$1.46M 0.03% 831
2015
Q2 		$4.53M Buy
121,681
+41,512
+52% +$1.56M 0.02% 1018
2015
Q1 		$2.95M Sell
80,169
-817
-1% -$29.3K 0.01% 1263
2014
Q4 		$2.78M Sell
80,986
-618
-0.8% -$21.1K 0.01% 1240
2014
Q3 		$2.71M Sell
81,604
-3,952
-5% -$132K 0.01% 1267
2014
Q2 		$2.8M Sell
85,556
-7,873
-8% -$252K 0.01% 1289
2014
Q1 		$2.92M Sell
93,429
-2,629
-3% -$78.5K 0.01% 1142
2013
Q4 		$3.06M Sell
96,058
-299,641
-76% -$9.34M 0.01% 1232
2013
Q3 		$12.2M Buy
395,699
+9,771
+3% +$304K 0.05% 438
2013
Q2 		$11.7M Buy
+385,928
New +$12M 0.06% 386

Other funds holding XL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Nationwide Fund Advisors's XL Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of XL Group Ltd. (XL) in Q4 2017, closing a stake of 497,240 shares — an estimated $19.6M sold.

Nationwide Fund Advisors first reported a position in XL in Q2 2013 and held it in 18 quarters. The position peaked at $24.2M in Q2 2017. 378 funds tracked by Wall St. Rank hold XL as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining XL Group Ltd. position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 497,240 XL Group Ltd. shares in Q4 2017, an estimated $19.6M.
  • Nationwide Fund Advisors first reported a position in XL Group Ltd. in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's XL Group Ltd. position peaked at $24.2M in Q2 2017.
  • 378 funds tracked by Wall St. Rank held XL Group Ltd. as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.