SKK
XL

Shepherd Kaplan Krochuk’s XL Group Ltd. XL Stock Holding History

Shepherd Kaplan Krochuk’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
2013
Q3 		– Sell
-7,513
Closed -$227K – 722
2013
Q2 		$227K Buy
+7,513
New +$235K 0.04% 390

Other funds holding XL

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Shepherd Kaplan Krochuk's XL Position: Q3 2013 in Review

Shepherd Kaplan Krochuk sold out of XL Group Ltd. (XL) in Q3 2013, closing a stake of 7,513 shares — an estimated $227K sold.

Shepherd Kaplan Krochuk first reported a position in XL in Q2 2013 and held it in 1 quarter. The position peaked at $227K in Q2 2013. 321 funds tracked by Wall St. Rank hold XL as of Q3 2013.

  • Shepherd Kaplan Krochuk reported no remaining XL Group Ltd. position as of Q3 2013 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 7,513 XL Group Ltd. shares in Q3 2013, an estimated $227K.
  • Shepherd Kaplan Krochuk first reported a position in XL Group Ltd. in Q2 2013 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's XL Group Ltd. position peaked at $227K in Q2 2013.
  • 321 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2013.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2013, filed 14 Nov 2013.