RBA
XL

Richard Bernstein Advisors’s XL Group Ltd. XL Stock Holding History

Richard Bernstein 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
Q1 		– Sell
-186,302
Closed -$6.4M – 320
2014
Q4 		$6.4M Hold
186,302
– – 0.66% 41
2014
Q3 		$6.18M Buy
186,302
+7,531
+4% +$251K 0.65% 41
2014
Q2 		$5.85M Buy
+178,771
New +$5.73M 0.69% 31

Other funds holding XL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Richard Bernstein Advisors's XL Position: Q1 2015 in Review

Richard Bernstein Advisors sold out of XL Group Ltd. (XL) in Q1 2015, closing a stake of 186,302 shares — an estimated $6.4M sold.

Richard Bernstein Advisors first reported a position in XL in Q2 2014 and held it in 3 quarters. The position peaked at $6.4M in Q4 2014. 330 funds tracked by Wall St. Rank hold XL as of Q1 2015.

  • Richard Bernstein Advisors reported no remaining XL Group Ltd. position as of Q1 2015 after selling out during the quarter.
  • Richard Bernstein Advisors sold 186,302 XL Group Ltd. shares in Q1 2015, an estimated $6.4M.
  • Richard Bernstein Advisors first reported a position in XL Group Ltd. in Q2 2014 and held it in 3 quarters.
  • Richard Bernstein Advisors's XL Group Ltd. position peaked at $6.4M in Q4 2014.
  • 330 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2015.

Based on Richard Bernstein Advisors's 13F filing for Q1 2015, filed 11 May 2015.