NewEdge Advisors’s XL Group Ltd. XL Stock Holding History

NewEdge 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
2015 Q2	–	Sell	-22,012	Closed	-$810K	–	79
2015 Q1	$810K	Sell	22,012 -384	-2%	-$13.8K	0.58%	48
2014 Q4	$770K	Buy	+22,396	New	+$764K	0.6%	43

Other funds holding XL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BIT

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NewEdge Advisors's XL Position: Q2 2015 in Review

NewEdge Advisors sold out of XL Group Ltd. (XL) in Q2 2015, closing a stake of 22,012 shares — an estimated $810K sold.

NewEdge Advisors first reported a position in XL in Q4 2014 and held it in 2 quarters. The position peaked at $810K in Q1 2015. 360 funds tracked by Wall St. Rank hold XL as of Q2 2015.

NewEdge Advisors reported no remaining XL Group Ltd. position as of Q2 2015 after selling out during the quarter.
NewEdge Advisors sold 22,012 XL Group Ltd. shares in Q2 2015, an estimated $810K.
NewEdge Advisors first reported a position in XL Group Ltd. in Q4 2014 and held it in 2 quarters.
NewEdge Advisors's XL Group Ltd. position peaked at $810K in Q1 2015.
360 funds tracked by Wall St. Rank held XL Group Ltd. as of Q2 2015.

Based on NewEdge Advisors's 13F filing for Q2 2015, filed 28 Jul 2015.