Wealthfront’s XL Group Ltd. XL Stock Holding History

Wealthfront’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	-23,425	Closed	-$1.31M	–	534
2018 Q2	$1.31M	Buy	23,425 +18,500	+376%	+$1.03M	0.01%	194
2018 Q1	$272K	Buy	+4,925	New	+$216K	﹤0.01%	453
2017 Q3	–	Sell	-4,572	Closed	-$200K	–	526
2017 Q2	$200K	Buy	+4,572	New	+$193K	﹤0.01%	457
2015 Q4	–	Sell	-4,078	Closed	-$148K	–	1365
2015 Q3	$148K	Sell	4,078 -877	-18%	-$33.2K	0.01%	336
2015 Q2	$184K	Buy	4,955 +1,183	+31%	+$44.3K	0.01%	284
2015 Q1	$139K	Buy	3,772 +950	+34%	+$34.1K	0.01%	325
2014 Q4	$97K	Sell	2,822 -372	-12%	-$12.7K	0.01%	360
2014 Q3	$106K	Buy	3,194 +1,026	+47%	+$34.2K	0.01%	280
2014 Q2	$72K	Buy	2,168 +835	+63%	+$26.8K	0.01%	294
2014 Q1	$41K	Buy	+1,333	New	+$39.8K	0.01%	311

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

Wealthfront's XL Position: Q3 2018 in Review

Wealthfront sold out of XL Group Ltd. (XL) in Q3 2018, closing a stake of 23,425 shares — an estimated $1.31M sold.

Wealthfront first reported a position in XL in Q1 2014 and held it in 10 quarters. The position peaked at $1.31M in Q2 2018. 2 funds tracked by Wall St. Rank hold XL as of Q3 2018.

Wealthfront reported no remaining XL Group Ltd. position as of Q3 2018 after selling out during the quarter.
Wealthfront sold 23,425 XL Group Ltd. shares in Q3 2018, an estimated $1.31M.
Wealthfront first reported a position in XL Group Ltd. in Q1 2014 and held it in 10 quarters.
Wealthfront's XL Group Ltd. position peaked at $1.31M in Q2 2018.
2 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.