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 $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Next Financial Group's XL Position: Q4 2017 in Review

Next Financial Group sold out of XL Group Ltd. (XL) in Q4 2017, closing a stake of 225 shares — an estimated $9K sold.

Next Financial Group first reported a position in XL in Q3 2014 and held it in 13 quarters. The position peaked at $19K in Q1 2017. 378 funds tracked by Wall St. Rank hold XL as of Q4 2017.

  • Next Financial Group reported no remaining XL Group Ltd. position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 225 XL Group Ltd. shares in Q4 2017, an estimated $9K.
  • Next Financial Group first reported a position in XL Group Ltd. in Q3 2014 and held it in 13 quarters.
  • Next Financial Group's XL Group Ltd. position peaked at $19K in Q1 2017.
  • 378 funds tracked by Wall St. Rank held XL Group Ltd. as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.