WA
XL

WFG Advisors’s XL Group Ltd. XL Stock Holding History

WFG 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
2016
Q1 		– Sell
-1,350
Closed -$53K – 1794
2015
Q4 		$53K Hold
1,350
– – 0.02% 646
2015
Q3 		$49K Hold
1,350
– – 0.02% 649
2015
Q2 		$50K Buy
+1,350
New +$50.6K 0.01% 731
2014
Q2 		– Sell
-150
Closed -$5K – 2171
2014
Q1 		$5K Hold
150
– – ﹤0.01% 1647
2013
Q4 		$5K Hold
150
– – ﹤0.01% 1782
2013
Q3 		$5K Hold
150
– – ﹤0.01% 1766
2013
Q2 		$5K Buy
+150
New +$4.68K ﹤0.01% 1696

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

WFG Advisors's XL Position: Q1 2016 in Review

WFG Advisors sold out of XL Group Ltd. (XL) in Q1 2016, closing a stake of 1,350 shares — an estimated $53K sold.

WFG Advisors first reported a position in XL in Q2 2013 and held it in 7 quarters. The position peaked at $53K in Q4 2015. 337 funds tracked by Wall St. Rank hold XL as of Q1 2016.

  • WFG Advisors reported no remaining XL Group Ltd. position as of Q1 2016 after selling out during the quarter.
  • WFG Advisors sold 1,350 XL Group Ltd. shares in Q1 2016, an estimated $53K.
  • WFG Advisors first reported a position in XL Group Ltd. in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's XL Group Ltd. position peaked at $53K in Q4 2015.
  • 337 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2016.

Based on WFG Advisors's 13F filing for Q1 2016, filed 10 May 2016.