NFG
XL

Next Financial Group’s XL Group Ltd. XL Stock Holding History

Next Financial Group’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
-225
Closed -$9K – 1745
2017
Q3 		$9K Sell
225
-150
-40% -$6.41K ﹤0.01% 1278
2017
Q2 		$16K Sell
375
-75
-17% -$3.16K ﹤0.01% 1173
2017
Q1 		$19K Buy
450
+125
+38% +$4.9K 0.01% 1081
2016
Q4 		$12K Sell
325
-75
-19% -$2.69K ﹤0.01% 1589
2016
Q3 		$13K Hold
400
– – ﹤0.01% 1570
2016
Q2 		$13K Hold
400
– – ﹤0.01% 1131
2016
Q1 		$14K Hold
400
– – ﹤0.01% 1069
2015
Q4 		$15K Hold
400
– – 0.01% 1050
2015
Q3 		$14K Hold
400
– – 0.01% 1101
2015
Q2 		$14K Hold
400
– – ﹤0.01% 1163
2015
Q1 		$14K Hold
400
– – ﹤0.01% 1146
2014
Q4 		$14K Hold
400
– – ﹤0.01% 1139
2014
Q3 		$13K Buy
+400
New +$13.3K ﹤0.01% 1660

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