YIA
XL

YHB Investment Advisors’s XL Group Ltd. XL Stock Holding History

YHB Investment 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
2015
Q3 		– Sell
-6,132
Closed -$228K – 173
2015
Q2 		$228K Sell
6,132
-2,000
-25% -$75K 0.05% 156
2015
Q1 		$299K Buy
+8,132
New +$292K 0.07% 141

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
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 16.07% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

YHB Investment Advisors's XL Position: Q3 2015 in Review

YHB Investment Advisors sold out of XL Group Ltd. (XL) in Q3 2015, closing a stake of 6,132 shares — an estimated $228K sold.

YHB Investment Advisors first reported a position in XL in Q1 2015 and held it in 2 quarters. The position peaked at $299K in Q1 2015. 369 funds tracked by Wall St. Rank hold XL as of Q3 2015.

  • YHB Investment Advisors reported no remaining XL Group Ltd. position as of Q3 2015 after selling out during the quarter.
  • YHB Investment Advisors sold 6,132 XL Group Ltd. shares in Q3 2015, an estimated $228K.
  • YHB Investment Advisors first reported a position in XL Group Ltd. in Q1 2015 and held it in 2 quarters.
  • YHB Investment Advisors's XL Group Ltd. position peaked at $299K in Q1 2015.
  • 369 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2015.

Based on YHB Investment Advisors's 13F filing for Q3 2015, filed 28 Oct 2015.