Rockefeller Capital Management
XL

Rockefeller Capital Management’s XL Group Ltd. XL Stock Holding History

Rockefeller Capital Management’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
-360
Closed -$20K – 803
2018
Q2 		$20K Buy
+360
New +$20K ﹤0.01% 532

Other funds holding XL

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Rockefeller Capital Management's XL Position: Q3 2018 in Review

Rockefeller Capital Management sold out of XL Group Ltd. (XL) in Q3 2018, closing a stake of 360 shares — an estimated $20K sold.

Rockefeller Capital Management first reported a position in XL in Q2 2018 and held it in 1 quarter. The position peaked at $20K in Q2 2018. 2 funds tracked by Wall St. Rank hold XL as of Q3 2018.

  • Rockefeller Capital Management reported no remaining XL Group Ltd. position as of Q3 2018 after selling out during the quarter.
  • Rockefeller Capital Management sold 360 XL Group Ltd. shares in Q3 2018, an estimated $20K.
  • Rockefeller Capital Management first reported a position in XL Group Ltd. in Q2 2018 and held it in 1 quarter.
  • Rockefeller Capital Management's XL Group Ltd. position peaked at $20K in Q2 2018.
  • 2 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2018.

Based on Rockefeller Capital Management's 13F filing for Q3 2018, filed 2 Nov 2018.