PI
XL

Placemark Investments’s XL Group Ltd. XL Stock Holding History

Placemark Investments’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
2014
Q4 		$1.03M Buy
29,962
+181
+0.6% +$6.17K 0.02% 867
2014
Q3 		$987K Buy
29,781
+15,713
+112% +$524K 0.02% 877
2014
Q2 		$459K Buy
14,068
+2,833
+25% +$90.8K 0.01% 1202
2014
Q1 		$351K Buy
11,235
+1,346
+14% +$40.2K 0.01% 1273
2013
Q4 		$315K Sell
9,889
-1,190
-11% -$37.1K 0.01% 1329
2013
Q3 		$341K Sell
11,079
-528
-5% -$16.4K 0.01% 1271
2013
Q2 		$352K Buy
+11,607
New +$362K 0.01% 1192

Other funds holding XL

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Placemark Investments's XL Position: Q4 2014 in Review

Placemark Investments increased its XL Group Ltd. (XL) stake by 0.61% in Q4 2014, buying an estimated $6.17K and bringing the position to 29,962 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #867.

Placemark Investments first reported a position in XL in Q2 2013 and has held it in 7 quarters since. 340 funds tracked by Wall St. Rank hold XL as of Q4 2014.

  • Placemark Investments held 29,962 shares of XL Group Ltd. worth $1.03M as of Q4 2014.
  • Placemark Investments bought 181 XL Group Ltd. shares in Q4 2014, an estimated $6.17K.
  • XL Group Ltd. made up 0.02% of Placemark Investments's portfolio in Q4 2014, its #867 holding.
  • Placemark Investments first reported a position in XL Group Ltd. in Q2 2013 and has held it in 7 quarters since.
  • 340 funds tracked by Wall St. Rank held XL Group Ltd. as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.