WIC
XL

Wood Investment Counsel’s XL Group Ltd. XL Stock Holding History

Wood Investment Counsel’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
2014
Q2 		– Sell
-14,800
Closed -$462K – 84
2014
Q1 		$462K Sell
14,800
-667,500
-98% -$19.9M 0.07% 51
2013
Q4 		$21.7M Buy
682,300
+15,820
+2% +$493K 3.43% 11
2013
Q3 		$20.5M Buy
+666,480
New +$20.7M 3.68% 10

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wood Investment Counsel's XL Position: Q2 2014 in Review

Wood Investment Counsel sold out of XL Group Ltd. (XL) in Q2 2014, closing a stake of 14,800 shares — an estimated $462K sold.

Wood Investment Counsel first reported a position in XL in Q3 2013 and held it in 3 quarters. The position peaked at $21.7M in Q4 2013. 325 funds tracked by Wall St. Rank hold XL as of Q2 2014.

  • Wood Investment Counsel reported no remaining XL Group Ltd. position as of Q2 2014 after selling out during the quarter.
  • Wood Investment Counsel sold 14,800 XL Group Ltd. shares in Q2 2014, an estimated $462K.
  • Wood Investment Counsel first reported a position in XL Group Ltd. in Q3 2013 and held it in 3 quarters.
  • Wood Investment Counsel's XL Group Ltd. position peaked at $21.7M in Q4 2013.
  • 325 funds tracked by Wall St. Rank held XL Group Ltd. as of Q2 2014.

Based on Wood Investment Counsel's 13F filing for Q2 2014, filed 25 Jul 2014.