One Wealth Advisors’s XL Group Ltd. XL Stock Holding History

One Wealth Advisors’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	-120	Closed	-$4K	–	616
2017 Q4	$4K	Buy	+120	New	+$4.66K	﹤0.01%	471

Other funds holding XL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

One Wealth Advisors's XL Position: Q1 2018 in Review

One Wealth Advisors sold out of XL Group Ltd. (XL) in Q1 2018, closing a stake of 120 shares — an estimated $4K sold.

One Wealth Advisors first reported a position in XL in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 422 funds tracked by Wall St. Rank hold XL as of Q1 2018.

One Wealth Advisors reported no remaining XL Group Ltd. position as of Q1 2018 after selling out during the quarter.
One Wealth Advisors sold 120 XL Group Ltd. shares in Q1 2018, an estimated $4K.
One Wealth Advisors first reported a position in XL Group Ltd. in Q4 2017 and held it in 1 quarter.
One Wealth Advisors's XL Group Ltd. position peaked at $4K in Q4 2017.
422 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2018.

Based on One Wealth Advisors's 13F filing for Q1 2018, filed 15 May 2018.