Wealthspire Advisors (Maryland)’s XL Group Ltd. XL Stock Holding History

Wealthspire Advisors (Maryland)’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	-1,460	Closed	-$82K	–	2627
2018 Q2	$82K	Sell	1,460 -22	-1%	-$1.23K	0.01%	784
2018 Q1	$82K	Sell	1,482 -546	-27%	-$24K	0.01%	789
2017 Q4	$71K	Buy	2,028 +450	+29%	+$17.5K	0.01%	866
2017 Q3	$62K	Sell	1,578 -20	-1%	-$854	0.01%	890
2017 Q2	$70K	Buy	1,598 +150	+10%	+$6.32K	0.01%	829
2017 Q1	$58K	Buy	1,448 +228	+19%	+$8.94K	0.01%	768
2016 Q4	$45K	Buy	1,220 +28	+2%	+$1K	0.01%	803
2016 Q3	$40K	Sell	1,192 -7	-0.6%	-$235	0.01%	843
2016 Q2	$40K	Hold	1,199	–	–	0.01%	801
2016 Q1	$44K	Sell	1,199 -1,038	-46%	-$36.9K	0.01%	737
2015 Q4	$88K	Buy	+2,237	New	+$84.9K	0.02%	559

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

Wealthspire Advisors (Maryland)'s XL Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of XL Group Ltd. (XL) in Q3 2018, closing a stake of 1,460 shares — an estimated $82K sold.

Wealthspire Advisors (Maryland) first reported a position in XL in Q4 2015 and held it in 11 quarters. The position peaked at $88K in Q4 2015. 2 funds tracked by Wall St. Rank hold XL as of Q3 2018.

Wealthspire Advisors (Maryland) reported no remaining XL Group Ltd. position as of Q3 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,460 XL Group Ltd. shares in Q3 2018, an estimated $82K.
Wealthspire Advisors (Maryland) first reported a position in XL Group Ltd. in Q4 2015 and held it in 11 quarters.
Wealthspire Advisors (Maryland)'s XL Group Ltd. position peaked at $88K in Q4 2015.
2 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.