PFGIA
XL

Patriot Financial Group Insurance Agency’s XL Group Ltd. XL Stock Holding History

Patriot Financial Group Insurance Agency’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
-202
Closed -$11K – 1014
2018
Q2 		$11K Hold
202
– – 0.01% 389
2018
Q1 		$11K Buy
202
+1
+0.5% +$44 0.01% 591
2017
Q4 		$7K Buy
201
+1
+0.5% +$39 0.01% 670
2017
Q3 		$8K Hold
200
– – 0.01% 620
2017
Q2 		$9K Hold
200
– – 0.01% 565
2017
Q1 		$8K Hold
200
– – 0.01% 548
2016
Q4 		$7K Buy
+200
New +$7.17K 0.01% 529

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

Patriot Financial Group Insurance Agency's XL Position: Q3 2018 in Review

Patriot Financial Group Insurance Agency sold out of XL Group Ltd. (XL) in Q3 2018, closing a stake of 202 shares — an estimated $11K sold.

Patriot Financial Group Insurance Agency first reported a position in XL in Q4 2016 and held it in 7 quarters. The position peaked at $11K in Q2 2018. 2 funds tracked by Wall St. Rank hold XL as of Q3 2018.

  • Patriot Financial Group Insurance Agency reported no remaining XL Group Ltd. position as of Q3 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 202 XL Group Ltd. shares in Q3 2018, an estimated $11K.
  • Patriot Financial Group Insurance Agency first reported a position in XL Group Ltd. in Q4 2016 and held it in 7 quarters.
  • Patriot Financial Group Insurance Agency's XL Group Ltd. position peaked at $11K in Q2 2018.
  • 2 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2018, filed 30 Oct 2018.