RegentAtlantic Capital
XL

RegentAtlantic Capital’s XL Group Ltd. XL Stock Holding History

RegentAtlantic Capital’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
-6,765
Closed -$379K – 446
2018
Q2 		$379K Sell
6,765
-475
-7% -$26.4K 0.03% 302
2018
Q1 		$400K Sell
7,240
-735
-9% -$32.3K 0.03% 301
2017
Q4 		$280K Sell
7,975
-5,825
-42% -$226K 0.02% 363
2017
Q3 		$544K Buy
13,800
+485
+4% +$20.7K 0.05% 269
2017
Q2 		$583K Sell
13,315
-410
-3% -$17.3K 0.05% 257
2017
Q1 		$547K Sell
13,725
-2,480
-15% -$97.3K 0.05% 265
2016
Q4 		$604K Sell
16,205
-95
-0.6% -$3.41K 0.06% 256
2016
Q3 		$548K Sell
16,300
-425
-3% -$14.3K 0.06% 261
2016
Q2 		$557K Sell
16,725
-1,090
-6% -$37.2K 0.05% 252
2016
Q1 		$656K Buy
17,815
+220
+1% +$7.82K 0.07% 218
2015
Q4 		$689K Buy
17,595
+51
+0.3% +$1.94K 0.07% 226
2015
Q3 		$637K Buy
17,544
+2,944
+20% +$111K 0.06% 231
2015
Q2 		$543K Buy
+14,600
New +$547K 0.05% 241

Other funds holding XL

UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

RegentAtlantic Capital's XL Position: Q3 2018 in Review

RegentAtlantic Capital sold out of XL Group Ltd. (XL) in Q3 2018, closing a stake of 6,765 shares — an estimated $379K sold.

RegentAtlantic Capital first reported a position in XL in Q2 2015 and held it in 13 quarters. The position peaked at $689K in Q4 2015. 2 funds tracked by Wall St. Rank hold XL as of Q3 2018.

  • RegentAtlantic Capital reported no remaining XL Group Ltd. position as of Q3 2018 after selling out during the quarter.
  • RegentAtlantic Capital sold 6,765 XL Group Ltd. shares in Q3 2018, an estimated $379K.
  • RegentAtlantic Capital first reported a position in XL Group Ltd. in Q2 2015 and held it in 13 quarters.
  • RegentAtlantic Capital's XL Group Ltd. position peaked at $689K in Q4 2015.
  • 2 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2018.

Based on RegentAtlantic Capital's 13F filing for Q3 2018, filed 30 Oct 2018.