WA
XL

WealthTrust-Arizona’s XL Group Ltd. XL Stock Holding History

WealthTrust-Arizona’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
-161
Closed -$6K – 633
2015
Q4 		$6K Hold
161
– – ﹤0.01% 474
2015
Q3 		$6K Buy
+161
New +$6.09K ﹤0.01% 462
2013
Q3 		– Sell
-440
Closed -$13K – 696
2013
Q2 		$13K Buy
+440
New +$13.7K 0.02% 296

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

WealthTrust-Arizona's XL Position: Q1 2016 in Review

WealthTrust-Arizona sold out of XL Group Ltd. (XL) in Q1 2016, closing a stake of 161 shares — an estimated $6K sold.

WealthTrust-Arizona first reported a position in XL in Q2 2013 and held it in 3 quarters. The position peaked at $13K in Q2 2013. 337 funds tracked by Wall St. Rank hold XL as of Q1 2016.

  • WealthTrust-Arizona reported no remaining XL Group Ltd. position as of Q1 2016 after selling out during the quarter.
  • WealthTrust-Arizona sold 161 XL Group Ltd. shares in Q1 2016, an estimated $6K.
  • WealthTrust-Arizona first reported a position in XL Group Ltd. in Q2 2013 and held it in 3 quarters.
  • WealthTrust-Arizona's XL Group Ltd. position peaked at $13K in Q2 2013.
  • 337 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2016.

Based on WealthTrust-Arizona's 13F filing for Q1 2016, filed 26 Apr 2016.