SI
XL

Scout Investments’s XL Group Ltd. XL Stock Holding History

Scout Investments’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
Q3 		– Sell
-454,145
Closed -$19.9M – 292
2017
Q2 		$19.9M Sell
454,145
-116,978
-20% -$4.93M 0.58% 61
2017
Q1 		$22.8M Sell
571,123
-8,274
-1% -$325K 0.62% 48
2016
Q4 		$21.6M Buy
579,397
+3,021
+0.5% +$108K 0.6% 55
2016
Q3 		$19.4M Sell
576,376
-314,699
-35% -$10.6M 0.54% 72
2016
Q2 		$29.7M Buy
+891,075
New +$30.4M 0.83% 24

Other funds holding XL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Scout Investments's XL Position: Q3 2017 in Review

Scout Investments sold out of XL Group Ltd. (XL) in Q3 2017, closing a stake of 454,145 shares — an estimated $19.9M sold.

Scout Investments first reported a position in XL in Q2 2016 and held it in 5 quarters. The position peaked at $29.7M in Q2 2016. 361 funds tracked by Wall St. Rank hold XL as of Q3 2017.

  • Scout Investments reported no remaining XL Group Ltd. position as of Q3 2017 after selling out during the quarter.
  • Scout Investments sold 454,145 XL Group Ltd. shares in Q3 2017, an estimated $19.9M.
  • Scout Investments first reported a position in XL Group Ltd. in Q2 2016 and held it in 5 quarters.
  • Scout Investments's XL Group Ltd. position peaked at $29.7M in Q2 2016.
  • 361 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2017.

Based on Scout Investments's 13F filing for Q3 2017, filed 3 Nov 2017.