UFF
XL

USA Financial Formulas’s XL Group Ltd. XL Stock Holding History

USA Financial Formulas’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
2017
Q3 		– Sell
-81,600
Closed -$3.57M – 355
2017
Q2 		$3.57M Buy
+81,600
New +$3.44M 0.86% 40

Other funds holding XL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

USA Financial Formulas's XL Position: Q3 2017 in Review

USA Financial Formulas sold out of XL Group Ltd. (XL) in Q3 2017, closing a stake of 81,600 shares — an estimated $3.57M sold.

USA Financial Formulas first reported a position in XL in Q2 2017 and held it in 1 quarter. The position peaked at $3.57M in Q2 2017. 361 funds tracked by Wall St. Rank hold XL as of Q3 2017.

  • USA Financial Formulas reported no remaining XL Group Ltd. position as of Q3 2017 after selling out during the quarter.
  • USA Financial Formulas sold 81,600 XL Group Ltd. shares in Q3 2017, an estimated $3.57M.
  • USA Financial Formulas first reported a position in XL Group Ltd. in Q2 2017 and held it in 1 quarter.
  • USA Financial Formulas's XL Group Ltd. position peaked at $3.57M in Q2 2017.
  • 361 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2017.

Based on USA Financial Formulas's 13F filing for Q3 2017, filed 11 Oct 2017.