TCI Wealth Advisors’s XL Group Ltd. XL Stock Holding History

TCI Wealth Advisors’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	-352	Closed	-$20K	–	1689
2018 Q2	$20K	Hold	352	–	–	0.01%	494
2018 Q1	$19K	Hold	352	–	–	0.01%	500
2017 Q4	$12K	Hold	352	–	–	0.01%	595
2017 Q3	$14K	Sell	352 -21	-6%	-$897	0.01%	539
2017 Q2	$16K	Hold	373	–	–	0.01%	505
2017 Q1	$15K	Hold	373	–	–	0.01%	509
2016 Q4	$14K	Hold	373	–	–	0.01%	567
2016 Q3	$13K	Hold	373	–	–	0.01%	528
2016 Q2	$12K	Hold	373	–	–	0.01%	532
2016 Q1	$14K	Sell	373 -140	-27%	-$4.98K	0.01%	512
2015 Q4	$20K	Buy	513 +199	+63%	+$7.55K	0.01%	444
2015 Q3	$11K	Hold	314	–	–	0.01%	505
2015 Q2	$12K	Hold	314	–	–	0.01%	496
2015 Q1	$12K	Hold	314	–	–	0.01%	432
2014 Q4	$11K	Hold	314	–	–	0.01%	443
2014 Q3	$10K	Hold	314	–	–	0.01%	454
2014 Q2	$10K	Hold	314	–	–	0.01%	467
2014 Q1	$10K	Buy	+314	New	+$9.37K	0.01%	434

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

TCI Wealth Advisors's XL Position: Q3 2018 in Review

TCI Wealth Advisors sold out of XL Group Ltd. (XL) in Q3 2018, closing a stake of 352 shares — an estimated $20K sold.

TCI Wealth Advisors first reported a position in XL in Q1 2014 and held it in 18 quarters. The position peaked at $20K in Q2 2018. 2 funds tracked by Wall St. Rank hold XL as of Q3 2018.

TCI Wealth Advisors reported no remaining XL Group Ltd. position as of Q3 2018 after selling out during the quarter.
TCI Wealth Advisors sold 352 XL Group Ltd. shares in Q3 2018, an estimated $20K.
TCI Wealth Advisors first reported a position in XL Group Ltd. in Q1 2014 and held it in 18 quarters.
TCI Wealth Advisors's XL Group Ltd. position peaked at $20K in Q2 2018.
2 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2018.

Based on TCI Wealth Advisors's 13F filing for Q3 2018, filed 2 Nov 2018.