PRS
XL

Pinkerton Retirement Specialists’s XL Group Ltd. XL Stock Holding History

Pinkerton Retirement Specialists’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
2017
Q1 		– Sell
-75
Closed -$3K – 622
2016
Q4 		$3K Hold
75
– – ﹤0.01% 497
2016
Q3 		$3K Hold
75
– – ﹤0.01% 501
2016
Q2 		$2K Buy
+75
New +$2.56K ﹤0.01% 538
2015
Q2 		– Sell
-800
Closed -$29K – 222
2015
Q1 		$29K Buy
+800
New +$28.7K 0.02% 69

Other funds holding XL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Pinkerton Retirement Specialists's XL Position: Q1 2017 in Review

Pinkerton Retirement Specialists sold out of XL Group Ltd. (XL) in Q1 2017, closing a stake of 75 shares — an estimated $3K sold.

Pinkerton Retirement Specialists first reported a position in XL in Q1 2015 and held it in 4 quarters. The position peaked at $29K in Q1 2015. 356 funds tracked by Wall St. Rank hold XL as of Q1 2017.

  • Pinkerton Retirement Specialists reported no remaining XL Group Ltd. position as of Q1 2017 after selling out during the quarter.
  • Pinkerton Retirement Specialists sold 75 XL Group Ltd. shares in Q1 2017, an estimated $3K.
  • Pinkerton Retirement Specialists first reported a position in XL Group Ltd. in Q1 2015 and held it in 4 quarters.
  • Pinkerton Retirement Specialists's XL Group Ltd. position peaked at $29K in Q1 2015.
  • 356 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2017.

Based on Pinkerton Retirement Specialists's 13F filing for Q1 2017, filed 15 May 2017.