NSIM
XL

North Star Investment Management’s XL Group Ltd. XL Stock Holding History

North Star Investment Management’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
Q3 		– Sell
-175
Closed -$10K – 1156
2018
Q2 		$10K Hold
175
– – ﹤0.01% 863
2018
Q1 		$10K Hold
175
– – ﹤0.01% 858
2017
Q4 		$6K Hold
175
– – ﹤0.01% 904
2017
Q3 		$7K Hold
175
– – ﹤0.01% 904
2017
Q2 		$8K Hold
175
– – ﹤0.01% 869
2017
Q1 		$7K Hold
175
– – ﹤0.01% 855
2016
Q4 		$7K Hold
175
– – ﹤0.01% 805
2016
Q3 		$6K Hold
175
– – ﹤0.01% 698
2016
Q2 		$6K Buy
+175
New +$5.97K ﹤0.01% 692

Other funds holding XL

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

North Star Investment Management's XL Position: Q3 2018 in Review

North Star Investment Management sold out of XL Group Ltd. (XL) in Q3 2018, closing a stake of 175 shares — an estimated $10K sold.

North Star Investment Management first reported a position in XL in Q2 2016 and held it in 9 quarters. The position peaked at $10K in Q2 2018. 2 funds tracked by Wall St. Rank hold XL as of Q3 2018.

  • North Star Investment Management reported no remaining XL Group Ltd. position as of Q3 2018 after selling out during the quarter.
  • North Star Investment Management sold 175 XL Group Ltd. shares in Q3 2018, an estimated $10K.
  • North Star Investment Management first reported a position in XL Group Ltd. in Q2 2016 and held it in 9 quarters.
  • North Star Investment Management's XL Group Ltd. position peaked at $10K in Q2 2018.
  • 2 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2018.

Based on North Star Investment Management's 13F filing for Q3 2018, filed 11 Oct 2018.