NYLT
XL

New York Life Trust’s XL Group Ltd. XL Stock Holding History

New York Life Trust’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
Q1 		$6K Buy
+159
New +$6.24K 0.29% 117
2016
Q2 		– Sell
-977
Closed -$36K – 309
2016
Q1 		$36K Sell
977
-798
-45% -$28.4K 0.16% 172
2015
Q4 		$70K Buy
+1,775
New +$67.4K 0.3% 117
2013
Q4 		– Sell
-485
Closed -$15K – 229
2013
Q3 		$15K Sell
485
-1,651
-77% -$51.3K 0.08% 168
2013
Q2 		$65K Buy
+2,136
New +$66.7K 0.3% 118

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

New York Life Trust's XL Position: Q1 2017 in Review

New York Life Trust opened a new position in XL Group Ltd. (XL) in Q1 2017: 159 shares worth $6K. The stake represents 0.29% of the portfolio and ranks #117 among its holdings. This is a return to the name: New York Life Trust previously reported a position in XL as recently as Q1 2016.

New York Life Trust first reported a position in XL in Q2 2013 and has held it in 5 quarters since. The position peaked at $70K in Q4 2015. 356 funds tracked by Wall St. Rank hold XL as of Q1 2017.

  • New York Life Trust held 159 shares of XL Group Ltd. worth $6K as of Q1 2017.
  • XL Group Ltd. was a new New York Life Trust position in Q1 2017.
  • XL Group Ltd. made up 0.29% of New York Life Trust's portfolio in Q1 2017, its #117 holding.
  • New York Life Trust first reported a position in XL Group Ltd. in Q2 2013 and has held it in 5 quarters since.
  • New York Life Trust's XL Group Ltd. position peaked at $70K in Q4 2015.
  • 356 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.