XGI
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XL Group Investments’s iShares Core S&P 500 ETF IVV Stock Holding History

XL Group Investments’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-418,397
Closed -$106M – 12
2017
Q3 		$106M Sell
418,397
-162,261
-28% -$40.3M 27.07% 1
2017
Q2 		$141M Buy
+580,658
New +$140M 28.32% 1

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

XL Group Investments's IVV Position: Q4 2017 in Review

XL Group Investments sold out of iShares Core S&P 500 ETF (IVV) in Q4 2017, closing a stake of 418,397 shares — an estimated $106M sold.

XL Group Investments first reported a position in IVV in Q2 2017 and held it in 2 quarters. The position peaked at $141M in Q2 2017. 1,352 funds tracked by Wall St. Rank hold IVV as of Q4 2017.

  • XL Group Investments reported no remaining iShares Core S&P 500 ETF position as of Q4 2017 after selling out during the quarter.
  • XL Group Investments sold 418,397 iShares Core S&P 500 ETF shares in Q4 2017, an estimated $106M.
  • XL Group Investments first reported a position in iShares Core S&P 500 ETF in Q2 2017 and held it in 2 quarters.
  • XL Group Investments's iShares Core S&P 500 ETF position peaked at $141M in Q2 2017.
  • 1,352 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2017.

Based on XL Group Investments's 13F filing for Q4 2017, filed 7 Feb 2018.