SNC
XL

Stifel Nicolaus & Co’s XL Group Ltd. XL Stock Holding History

Stifel Nicolaus & Co’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 		$3.23M Sell
104,642
-5,580
-5% -$173K 0.05% 336
2013
Q2 		$3.34M Buy
+110,222
New +$3.44M 0.06% 296

Other funds holding XL

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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

Stifel Nicolaus & Co's XL Position: Q3 2013 in Review

Stifel Nicolaus & Co reduced its XL Group Ltd. (XL) stake by 5.1% in Q3 2013, selling an estimated $173K and leaving 104,642 shares worth $3.23M. The position accounts for 0.05% of the portfolio, ranked #336.

Stifel Nicolaus & Co first reported a position in XL in Q2 2013 and has held it in 2 quarters since. The position peaked at $3.34M in Q2 2013. 321 funds tracked by Wall St. Rank hold XL as of Q3 2013.

  • Stifel Nicolaus & Co held 104,642 shares of XL Group Ltd. worth $3.23M as of Q3 2013.
  • Stifel Nicolaus & Co sold 5,580 XL Group Ltd. shares in Q3 2013, an estimated $173K.
  • XL Group Ltd. made up 0.05% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #336 holding.
  • Stifel Nicolaus & Co first reported a position in XL Group Ltd. in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's XL Group Ltd. position peaked at $3.34M in Q2 2013.
  • 321 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.