Steward Partners Investment Advisory’s XL Group Ltd. XL Stock Holding History

Steward Partners Investment Advisory’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
2018 Q3	–	Sell	-277	Closed	-$16K	–	2814
2018 Q2	$16K	Hold	277	–	–	﹤0.01%	1566
2018 Q1	$15K	Buy	+277	New	+$12.2K	﹤0.01%	1456

Other funds holding XL

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Steward Partners Investment Advisory's XL Position: Q3 2018 in Review

Steward Partners Investment Advisory sold out of XL Group Ltd. (XL) in Q3 2018, closing a stake of 277 shares — an estimated $16K sold.

Steward Partners Investment Advisory first reported a position in XL in Q1 2018 and held it in 2 quarters. The position peaked at $16K in Q2 2018. 2 funds tracked by Wall St. Rank hold XL as of Q3 2018.

Steward Partners Investment Advisory reported no remaining XL Group Ltd. position as of Q3 2018 after selling out during the quarter.
Steward Partners Investment Advisory sold 277 XL Group Ltd. shares in Q3 2018, an estimated $16K.
Steward Partners Investment Advisory first reported a position in XL Group Ltd. in Q1 2018 and held it in 2 quarters.
Steward Partners Investment Advisory's XL Group Ltd. position peaked at $16K in Q2 2018.
2 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2018, filed 23 Oct 2018.