PIP
XL

Palisades Investment Partners’s XL Group Ltd. XL Stock Holding History

Palisades Investment Partners’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
2013
Q3 		– Sell
-24,600
Closed -$746K – 82
2013
Q2 		$746K Buy
+24,600
New +$768K 0.74% 52

Other funds holding XL

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return

Palisades Investment Partners's XL Position: Q3 2013 in Review

Palisades Investment Partners sold out of XL Group Ltd. (XL) in Q3 2013, closing a stake of 24,600 shares — an estimated $746K sold.

Palisades Investment Partners first reported a position in XL in Q2 2013 and held it in 1 quarter. The position peaked at $746K in Q2 2013. 321 funds tracked by Wall St. Rank hold XL as of Q3 2013.

  • Palisades Investment Partners reported no remaining XL Group Ltd. position as of Q3 2013 after selling out during the quarter.
  • Palisades Investment Partners sold 24,600 XL Group Ltd. shares in Q3 2013, an estimated $746K.
  • Palisades Investment Partners first reported a position in XL Group Ltd. in Q2 2013 and held it in 1 quarter.
  • Palisades Investment Partners's XL Group Ltd. position peaked at $746K in Q2 2013.
  • 321 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2013.

Based on Palisades Investment Partners's 13F filing for Q3 2013, filed 14 Nov 2013.