SBA
XL

Seven Bridges Advisors’s XL Group Ltd. XL Stock Holding History

Seven Bridges 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
2016
Q3 		– Sell
-13,812
Closed -$460K – 156
2016
Q2 		$460K Sell
13,812
-12,387
-47% -$423K 0.4% 68
2016
Q1 		$964K Buy
26,199
+877
+3% +$31.2K 0.76% 44
2015
Q4 		$992K Buy
+25,322
New +$961K 0.99% 31

Other funds holding XL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Seven Bridges Advisors's XL Position: Q3 2016 in Review

Seven Bridges Advisors sold out of XL Group Ltd. (XL) in Q3 2016, closing a stake of 13,812 shares — an estimated $460K sold.

Seven Bridges Advisors first reported a position in XL in Q4 2015 and held it in 3 quarters. The position peaked at $992K in Q4 2015. 332 funds tracked by Wall St. Rank hold XL as of Q3 2016.

  • Seven Bridges Advisors reported no remaining XL Group Ltd. position as of Q3 2016 after selling out during the quarter.
  • Seven Bridges Advisors sold 13,812 XL Group Ltd. shares in Q3 2016, an estimated $460K.
  • Seven Bridges Advisors first reported a position in XL Group Ltd. in Q4 2015 and held it in 3 quarters.
  • Seven Bridges Advisors's XL Group Ltd. position peaked at $992K in Q4 2015.
  • 332 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2016.

Based on Seven Bridges Advisors's 13F filing for Q3 2016, filed 1 Nov 2016.