Northwestern Mutual Wealth Management’s XL Group Ltd. XL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-578
| Closed | -$32K | – | 2781 |
|
|
2018
Q2 | $32K | Sell |
578
-329
| -36% | -$18.3K | ﹤0.01% | 1424 |
|
|
2018
Q1 | $50K | Buy |
907
+91
| +11% | +$3.99K | ﹤0.01% | 1206 |
|
|
2017
Q4 | $29K | Hold |
816
| – | – | ﹤0.01% | 1382 |
|
|
2017
Q3 | $32K | Buy |
816
+136
| +20% | +$5.81K | ﹤0.01% | 1293 |
|
|
2017
Q2 | $29K | Sell |
680
-32
| -4% | -$1.35K | ﹤0.01% | 1268 |
|
|
2017
Q1 | $28K | Sell |
712
-203
| -22% | -$7.96K | ﹤0.01% | 1217 |
|
|
2016
Q4 | $34K | Buy |
+915
| New | +$32.8K | ﹤0.01% | 1163 |
|
|
2016
Q3 | – | Sell |
-727
| Closed | -$24K | – | 2002 |
|
|
2016
Q2 | $24K | Buy |
727
+571
| +366% | +$19.5K | ﹤0.01% | 1116 |
|
|
2016
Q1 | $6K | Buy |
+156
| New | +$5.55K | ﹤0.01% | 1617 |
|
|
2015
Q4 | – | Sell |
-30
| Closed | -$1K | – | 2032 |
|
|
2015
Q3 | $1K | Buy |
30
+27
| +900% | +$1.02K | ﹤0.01% | 1648 |
|
|
2015
Q2 | $0 | Buy |
+3
| New | +$112 | ﹤0.01% | 1799 |
|
|
2014
Q1 | – | Sell |
-118
| Closed | -$4K | – | 1590 |
|
|
2013
Q4 | $4K | Buy |
+118
| New | +$3.68K | ﹤0.01% | 1140 |
|
|
2013
Q3 | – | Sell |
-698
| Closed | -$21K | – | 1595 |
|
|
2013
Q2 | $21K | Buy |
+698
| New | +$21.8K | ﹤0.01% | 710 |
|
Other funds holding XL
Northwestern Mutual Wealth Management's XL Position: Q3 2018 in Review
Northwestern Mutual Wealth Management sold out of XL Group Ltd. (XL) in Q3 2018, closing a stake of 578 shares — an estimated $32K sold.
Northwestern Mutual Wealth Management first reported a position in XL in Q2 2013 and held it in 13 quarters. The position peaked at $50K in Q1 2018. 2 funds tracked by Wall St. Rank hold XL as of Q3 2018.
- Northwestern Mutual Wealth Management reported no remaining XL Group Ltd. position as of Q3 2018 after selling out during the quarter.
- Northwestern Mutual Wealth Management sold 578 XL Group Ltd. shares in Q3 2018, an estimated $32K.
- Northwestern Mutual Wealth Management first reported a position in XL Group Ltd. in Q2 2013 and held it in 13 quarters.
- Northwestern Mutual Wealth Management's XL Group Ltd. position peaked at $50K in Q1 2018.
- 2 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2018.
Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2018, filed 1 Nov 2018.