SIM
XL

Sonora Investment Management’s XL Group Ltd. XL Stock Holding History

Sonora Investment 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
2015
Q4 		– Sell
-165
Closed -$6K – 1314
2015
Q3 		$6K Buy
+165
New +$6.25K ﹤0.01% 683

Other funds holding XL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $408B AUM 30.18% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Sonora Investment Management's XL Position: Q4 2015 in Review

Sonora Investment Management sold out of XL Group Ltd. (XL) in Q4 2015, closing a stake of 165 shares — an estimated $6K sold.

Sonora Investment Management first reported a position in XL in Q3 2015 and held it in 1 quarter. The position peaked at $6K in Q3 2015. 351 funds tracked by Wall St. Rank hold XL as of Q4 2015.

  • Sonora Investment Management reported no remaining XL Group Ltd. position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 165 XL Group Ltd. shares in Q4 2015, an estimated $6K.
  • Sonora Investment Management first reported a position in XL Group Ltd. in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's XL Group Ltd. position peaked at $6K in Q3 2015.
  • 351 funds tracked by Wall St. Rank held XL Group Ltd. as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.