Valeo Financial Advisors’s XL Group Ltd. XL Stock Holding History

Valeo 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
2018 Q3	–	Sell	-179	Closed	-$10K	–	1939
2018 Q2	$10K	Sell	179 -500	-74%	-$27.8K	﹤0.01%	954
2018 Q1	$38K	Buy	679 +502	+284%	+$22K	0.01%	553
2017 Q4	$6K	Buy	177 +9	+5%	+$349	﹤0.01%	987
2017 Q3	$7K	Buy	+168	New	+$7.17K	﹤0.01%	810

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

Valeo Financial Advisors's XL Position: Q3 2018 in Review

Valeo Financial Advisors sold out of XL Group Ltd. (XL) in Q3 2018, closing a stake of 179 shares — an estimated $10K sold.

Valeo Financial Advisors first reported a position in XL in Q3 2017 and held it in 4 quarters. The position peaked at $38K in Q1 2018. 2 funds tracked by Wall St. Rank hold XL as of Q3 2018.

Valeo Financial Advisors reported no remaining XL Group Ltd. position as of Q3 2018 after selling out during the quarter.
Valeo Financial Advisors sold 179 XL Group Ltd. shares in Q3 2018, an estimated $10K.
Valeo Financial Advisors first reported a position in XL Group Ltd. in Q3 2017 and held it in 4 quarters.
Valeo Financial Advisors's XL Group Ltd. position peaked at $38K in Q1 2018.
2 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2018.

Based on Valeo Financial Advisors's 13F filing for Q3 2018, filed 1 Nov 2018.