RNS
XL

Robert N. Shapiro’s XL Group Ltd. XL Stock Holding History

Robert N. Shapiro’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 		– Sell
-550
Closed -$18K – 935
2014
Q3 		$18K Sell
550
-370
-40% -$12.3K ﹤0.01% 644
2014
Q2 		$30K Hold
920
– – 0.01% 544
2014
Q1 		$29K Hold
920
– – 0.01% 538
2013
Q4 		$29K Sell
920
-20
-2% -$623 0.01% 547
2013
Q3 		$29K Buy
+940
New +$29.2K 0.01% 717

Other funds holding XL

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 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

Robert N. Shapiro's XL Position: Q4 2014 in Review

Robert N. Shapiro sold out of XL Group Ltd. (XL) in Q4 2014, closing a stake of 550 shares — an estimated $18K sold.

Robert N. Shapiro first reported a position in XL in Q3 2013 and held it in 5 quarters. The position peaked at $30K in Q2 2014. 340 funds tracked by Wall St. Rank hold XL as of Q4 2014.

  • Robert N. Shapiro reported no remaining XL Group Ltd. position as of Q4 2014 after selling out during the quarter.
  • Robert N. Shapiro sold 550 XL Group Ltd. shares in Q4 2014, an estimated $18K.
  • Robert N. Shapiro first reported a position in XL Group Ltd. in Q3 2013 and held it in 5 quarters.
  • Robert N. Shapiro's XL Group Ltd. position peaked at $30K in Q2 2014.
  • 340 funds tracked by Wall St. Rank held XL Group Ltd. as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.