PMFA
XL

Plante Moran Financial Advisors’s XL Group Ltd. XL Stock Holding History

Plante Moran Financial Advisors’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
2015
Q3 		– Sell
-15
Closed -$1K – 803
2015
Q2 		$1K Hold
15
– – ﹤0.01% 721
2015
Q1 		$1K Hold
15
– – ﹤0.01% 714
2014
Q4 		$1K Hold
15
– – ﹤0.01% 803
2014
Q3 		$0 Sell
15
-85
-85% -$2.84K ﹤0.01% 921
2014
Q2 		$3K Buy
100
+15
+18% +$481 ﹤0.01% 751
2014
Q1 		$3K Hold
85
– – ﹤0.01% 548
2013
Q4 		$3K Hold
85
– – ﹤0.01% 610
2013
Q3 		$3K Hold
85
– – ﹤0.01% 544
2013
Q2 		$3K Buy
+85
New +$2.65K ﹤0.01% 526

Other funds holding XL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Plante Moran Financial Advisors's XL Position: Q3 2015 in Review

Plante Moran Financial Advisors sold out of XL Group Ltd. (XL) in Q3 2015, closing a stake of 15 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in XL in Q2 2013 and held it in 9 quarters. The position peaked at $3K in Q2 2014. 369 funds tracked by Wall St. Rank hold XL as of Q3 2015.

  • Plante Moran Financial Advisors reported no remaining XL Group Ltd. position as of Q3 2015 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 15 XL Group Ltd. shares in Q3 2015, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in XL Group Ltd. in Q2 2013 and held it in 9 quarters.
  • Plante Moran Financial Advisors's XL Group Ltd. position peaked at $3K in Q2 2014.
  • 369 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2015.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2015, filed 3 Nov 2015.