TI
XL

Turner Investments’s XL Group Ltd. XL Stock Holding History

Turner Investments’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
2014
Q1 		– Sell
-104,000
Closed -$3.31M – 780
2013
Q4 		$3.31M Hold
104,000
– – 0.06% 312
2013
Q3 		$3.21M Sell
104,000
-93,820
-47% -$2.91M 0.05% 326
2013
Q2 		$6M Buy
+197,820
New +$6.17M 0.08% 281

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Turner Investments's XL Position: Q1 2014 in Review

Turner Investments sold out of XL Group Ltd. (XL) in Q1 2014, closing a stake of 104,000 shares — an estimated $3.31M sold.

Turner Investments first reported a position in XL in Q2 2013 and held it in 3 quarters. The position peaked at $6M in Q2 2013. 311 funds tracked by Wall St. Rank hold XL as of Q1 2014.

  • Turner Investments reported no remaining XL Group Ltd. position as of Q1 2014 after selling out during the quarter.
  • Turner Investments sold 104,000 XL Group Ltd. shares in Q1 2014, an estimated $3.31M.
  • Turner Investments first reported a position in XL Group Ltd. in Q2 2013 and held it in 3 quarters.
  • Turner Investments's XL Group Ltd. position peaked at $6M in Q2 2013.
  • 311 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2014.

Based on Turner Investments's 13F filing for Q1 2014, filed 12 May 2014.