WI
XL

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

WBI 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
2016
Q1 		– Sell
-300,771
Closed -$11.8M – 254
2015
Q4 		$11.8M Buy
300,771
+45,284
+18% +$1.72M 0.34% 61
2015
Q3 		$9.28M Buy
+255,487
New +$9.67M 0.32% 62

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

WBI Investments's XL Position: Q1 2016 in Review

WBI Investments sold out of XL Group Ltd. (XL) in Q1 2016, closing a stake of 300,771 shares — an estimated $11.8M sold.

WBI Investments first reported a position in XL in Q3 2015 and held it in 2 quarters. The position peaked at $11.8M in Q4 2015. 337 funds tracked by Wall St. Rank hold XL as of Q1 2016.

  • WBI Investments reported no remaining XL Group Ltd. position as of Q1 2016 after selling out during the quarter.
  • WBI Investments sold 300,771 XL Group Ltd. shares in Q1 2016, an estimated $11.8M.
  • WBI Investments first reported a position in XL Group Ltd. in Q3 2015 and held it in 2 quarters.
  • WBI Investments's XL Group Ltd. position peaked at $11.8M in Q4 2015.
  • 337 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2016.

Based on WBI Investments's 13F filing for Q1 2016, filed 11 May 2016.