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Donald G. Smith

Donald Smith & Co.

Donald Smith & Co. XL GROUP PLC stake

total: 234

Donald Smith & Co. XL-OLD trades

Total transactions:
13
New positions:
2
Sold out:
2
Added:
2
Reduced:
7
Held since:
2015 Q4
Held for:
2 quarters
Latest activity:
2016 Q2
According to 2026 Q1 report, Donald Smith & Co. doesn't hold any XL GROUP PLC (XL-OLD) shares. Donald Smith & Co. has held XL-OLD since at least 2013 Q2 with about 3.86M shares in our earliest available record. Donald Smith & Co. later completely sold out the position and invested in XL GROUP PLC again in 2015 Q4. Since at least 2013 Q2, Donald Smith & Co. has made 12 more transactions.

When did Donald Smith & Co. sell XL GROUP PLC (XL-OLD)?

Donald Smith & Co. sold off the entire XL GROUP PLC (XL-OLD) position in 2016 Q2.

Estimated cost basis*

Weighted AVG buy price:
$39.18
Weighted AVG sell price:
$36.80

Donald Smith & Co.'s historical trades in XL GROUP PLC

13 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2016 Q2
0.00%
$36.80
-100% (-1,663,388)
2016 Q1
1.71%
$36.80
-64.40% (-3,009,572)
2015 Q4
4.76%
$39.18
new
2015 Q3
0.00%
$37.20
-100% (-5,300,545)
2015 Q2
4.37%
$37.20
-2.82% (-153,919)
2015 Q1
4.30%
$36.80
-22.85% (-1,615,598)
2014 Q4
4.88%
$34.37
-7.19% (-547,595)
2014 Q3
5.21%
$33.17
-0.02% (-1,575)
2014 Q2
4.67%
$32.73
-0.09% (-6,918)
2014 Q1
4.64%
$31.25
+26.64% (+1,604,098)
2013 Q4
3.82%
$31.84
+60.78% (+2,276,482)
2013 Q3
2.44%
$30.82
-3.09% (-119,283)
2013 Q2
2.54%
$30.32
new or own*
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.