Newfound Research’s XL Group Ltd. XL Stock Holding History

Newfound Research’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
2018 Q1	–	Sell	-64	Closed	-$2K	–	279
2017 Q4	$2K	Buy	64 +2	+3%	+$78	﹤0.01%	121
2017 Q3	$2K	Buy	62 +3	+5%	+$128	﹤0.01%	116
2017 Q2	$3K	Buy	59 +4	+7%	+$169	﹤0.01%	96
2017 Q1	$2K	Buy	55 +3	+6%	+$118	﹤0.01%	117
2016 Q4	$2K	Buy	52 +1	+2%	+$36	﹤0.01%	97
2016 Q3	$2K	Buy	51 +4	+9%	+$134	﹤0.01%	105
2016 Q2	$2K	Buy	+47	New	+$1.6K	﹤0.01%	98

Other funds holding XL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

Newfound Research's XL Position: Q1 2018 in Review

Newfound Research sold out of XL Group Ltd. (XL) in Q1 2018, closing a stake of 64 shares — an estimated $2K sold.

Newfound Research first reported a position in XL in Q2 2016 and held it in 7 quarters. The position peaked at $3K in Q2 2017. 422 funds tracked by Wall St. Rank hold XL as of Q1 2018.

Newfound Research reported no remaining XL Group Ltd. position as of Q1 2018 after selling out during the quarter.
Newfound Research sold 64 XL Group Ltd. shares in Q1 2018, an estimated $2K.
Newfound Research first reported a position in XL Group Ltd. in Q2 2016 and held it in 7 quarters.
Newfound Research's XL Group Ltd. position peaked at $3K in Q2 2017.
422 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2018.

Based on Newfound Research's 13F filing for Q1 2018, filed 3 May 2018.