Palisades Hudson Asset Management’s XL Group Ltd. XL Stock Holding History

Palisades Hudson Asset 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	-4,140	Closed	-$232K	–	113
2018 Q2	$232K	Hold	4,140	–	–	0.13%	104
2018 Q1	$229K	Buy	+4,140	New	+$182K	0.12%	105

Other funds holding XL

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Palisades Hudson Asset Management's XL Position: Q3 2018 in Review

Palisades Hudson Asset Management sold out of XL Group Ltd. (XL) in Q3 2018, closing a stake of 4,140 shares — an estimated $232K sold.

Palisades Hudson Asset Management first reported a position in XL in Q1 2018 and held it in 2 quarters. The position peaked at $232K in Q2 2018. 2 funds tracked by Wall St. Rank hold XL as of Q3 2018.

Palisades Hudson Asset Management reported no remaining XL Group Ltd. position as of Q3 2018 after selling out during the quarter.
Palisades Hudson Asset Management sold 4,140 XL Group Ltd. shares in Q3 2018, an estimated $232K.
Palisades Hudson Asset Management first reported a position in XL Group Ltd. in Q1 2018 and held it in 2 quarters.
Palisades Hudson Asset Management's XL Group Ltd. position peaked at $232K in Q2 2018.
2 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2018.

Based on Palisades Hudson Asset Management's 13F filing for Q3 2018, filed 8 Nov 2018.