PK
XL

Pflug Koory’s XL Group Ltd. XL Stock Holding History

Pflug Koory’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
-500
Closed -$28K – 438
2018
Q2 		$28K Hold
500
– – 0.02% 256
2018
Q1 		$28K Hold
500
– – 0.02% 250
2017
Q4 		$18K Hold
500
– – 0.01% 279
2017
Q3 		$22K Hold
500
– – 0.02% 270
2017
Q2 		$22K Hold
500
– – 0.02% 272
2017
Q1 		$20K Hold
500
– – 0.02% 276
2016
Q4 		$19 Buy
+500
New +$17.9K 0.02% 268

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

Pflug Koory's XL Position: Q3 2018 in Review

Pflug Koory sold out of XL Group Ltd. (XL) in Q3 2018, closing a stake of 500 shares — an estimated $28K sold.

Pflug Koory first reported a position in XL in Q4 2016 and held it in 7 quarters. The position peaked at $28K in Q2 2018. 2 funds tracked by Wall St. Rank hold XL as of Q3 2018.

  • Pflug Koory reported no remaining XL Group Ltd. position as of Q3 2018 after selling out during the quarter.
  • Pflug Koory sold 500 XL Group Ltd. shares in Q3 2018, an estimated $28K.
  • Pflug Koory first reported a position in XL Group Ltd. in Q4 2016 and held it in 7 quarters.
  • Pflug Koory's XL Group Ltd. position peaked at $28K in Q2 2018.
  • 2 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2018.

Based on Pflug Koory's 13F filing for Q3 2018, filed 6 Nov 2018.