SSB
XL

Sandy Spring Bank’s XL Group Ltd. XL Stock Holding History

Sandy Spring Bank’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
2017
Q4 		– Sell
-163
Closed -$6K – 904
2017
Q3 		$6K Hold
163
– – ﹤0.01% 734
2017
Q2 		$7K Hold
163
– – ﹤0.01% 735
2017
Q1 		$6K Hold
163
– – ﹤0.01% 753
2016
Q4 		$6K Hold
163
– – ﹤0.01% 731
2016
Q3 		$5K Hold
163
– – ﹤0.01% 744
2016
Q2 		$5K Hold
163
– – ﹤0.01% 786
2016
Q1 		$6K Hold
163
– – ﹤0.01% 783
2015
Q4 		$6K Buy
+163
New +$6.19K ﹤0.01% 765

Other funds holding XL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Sandy Spring Bank's XL Position: Q4 2017 in Review

Sandy Spring Bank sold out of XL Group Ltd. (XL) in Q4 2017, closing a stake of 163 shares — an estimated $6K sold.

Sandy Spring Bank first reported a position in XL in Q4 2015 and held it in 8 quarters. The position peaked at $7K in Q2 2017. 378 funds tracked by Wall St. Rank hold XL as of Q4 2017.

  • Sandy Spring Bank reported no remaining XL Group Ltd. position as of Q4 2017 after selling out during the quarter.
  • Sandy Spring Bank sold 163 XL Group Ltd. shares in Q4 2017, an estimated $6K.
  • Sandy Spring Bank first reported a position in XL Group Ltd. in Q4 2015 and held it in 8 quarters.
  • Sandy Spring Bank's XL Group Ltd. position peaked at $7K in Q2 2017.
  • 378 funds tracked by Wall St. Rank held XL Group Ltd. as of Q4 2017.

Based on Sandy Spring Bank's 13F filing for Q4 2017, filed 2 Feb 2018.