UCFA
XL

United Capital Financial Advisors’s XL Group Ltd. XL Stock Holding History

United Capital Financial 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
2014
Q1 		– Sell
-20,236
Closed -$644K – 955
2013
Q4 		$644K Buy
20,236
+6,502
+47% +$203K 0.02% 400
2013
Q3 		$423K Buy
+13,734
New +$427K 0.01% 483

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 $3.37T AUM 44.26% 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 16.26% 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

United Capital Financial Advisors's XL Position: Q1 2014 in Review

United Capital Financial Advisors sold out of XL Group Ltd. (XL) in Q1 2014, closing a stake of 20,236 shares — an estimated $644K sold.

United Capital Financial Advisors first reported a position in XL in Q3 2013 and held it in 2 quarters. The position peaked at $644K in Q4 2013. 311 funds tracked by Wall St. Rank hold XL as of Q1 2014.

  • United Capital Financial Advisors reported no remaining XL Group Ltd. position as of Q1 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 20,236 XL Group Ltd. shares in Q1 2014, an estimated $644K.
  • United Capital Financial Advisors first reported a position in XL Group Ltd. in Q3 2013 and held it in 2 quarters.
  • United Capital Financial Advisors's XL Group Ltd. position peaked at $644K in Q4 2013.
  • 311 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2014.

Based on United Capital Financial Advisors's 13F filing for Q1 2014, filed 14 May 2014.