THWM
XL

Taylor Hoffman Wealth Management’s XL Group Ltd. XL Stock Holding History

Taylor Hoffman Wealth 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
2018
Q3 		– Sell
-110
Closed -$6K – 428
2018
Q2 		$6K Hold
110
– – 0.01% 302
2018
Q1 		$6K Hold
110
– – 0.01% 319
2017
Q4 		$4K Buy
+110
New +$4.27K ﹤0.01% 361

Other funds holding XL

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Taylor Hoffman Wealth Management's XL Position: Q3 2018 in Review

Taylor Hoffman Wealth Management sold out of XL Group Ltd. (XL) in Q3 2018, closing a stake of 110 shares — an estimated $6K sold.

Taylor Hoffman Wealth Management first reported a position in XL in Q4 2017 and held it in 3 quarters. The position peaked at $6K in Q2 2018. 2 funds tracked by Wall St. Rank hold XL as of Q3 2018.

  • Taylor Hoffman Wealth Management reported no remaining XL Group Ltd. position as of Q3 2018 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 110 XL Group Ltd. shares in Q3 2018, an estimated $6K.
  • Taylor Hoffman Wealth Management first reported a position in XL Group Ltd. in Q4 2017 and held it in 3 quarters.
  • Taylor Hoffman Wealth Management's XL Group Ltd. position peaked at $6K in Q2 2018.
  • 2 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2018.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2018, filed 25 Oct 2018.