ZIM
XL

Zacks Investment Management’s XL Group Ltd. XL Stock Holding History

Zacks Investment Management’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
Q1 		– Sell
-11,742
Closed -$374K – 859
2013
Q4 		$374K Buy
11,742
+611
+5% +$19K 0.01% 489
2013
Q3 		$343K Buy
11,131
+3,138
+39% +$97.5K 0.01% 478
2013
Q2 		$242K Buy
+7,993
New +$250K 0.01% 533

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Zacks Investment Management's XL Position: Q1 2014 in Review

Zacks Investment Management sold out of XL Group Ltd. (XL) in Q1 2014, closing a stake of 11,742 shares — an estimated $374K sold.

Zacks Investment Management first reported a position in XL in Q2 2013 and held it in 3 quarters. The position peaked at $374K in Q4 2013. 311 funds tracked by Wall St. Rank hold XL as of Q1 2014.

  • Zacks Investment Management reported no remaining XL Group Ltd. position as of Q1 2014 after selling out during the quarter.
  • Zacks Investment Management sold 11,742 XL Group Ltd. shares in Q1 2014, an estimated $374K.
  • Zacks Investment Management first reported a position in XL Group Ltd. in Q2 2013 and held it in 3 quarters.
  • Zacks Investment Management's XL Group Ltd. position peaked at $374K in Q4 2013.
  • 311 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2014.

Based on Zacks Investment Management's 13F filing for Q1 2014, filed 13 May 2014.