Acorn Wealth Advisors’s Xylem XYL Stock Holding History

Acorn Wealth Advisors’s Portfolio XYL Stock Details XYL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-600	Closed	-$41K	–	463
2018 Q2	$41K	Hold	600	–	–	0.03%	303
2018 Q1	$44K	Hold	600	–	–	0.04%	289
2017 Q4	$41K	Buy	+600	New	+$39.8K	0.04%	283

Other funds holding XYL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Acorn Wealth Advisors's XYL Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Xylem (XYL) in Q3 2018, closing a stake of 600 shares — an estimated $41K sold.

Acorn Wealth Advisors first reported a position in XYL in Q4 2017 and held it in 3 quarters. The position peaked at $44K in Q1 2018. 666 funds tracked by Wall St. Rank hold XYL as of Q3 2018.

Acorn Wealth Advisors reported no remaining Xylem position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 600 Xylem shares in Q3 2018, an estimated $41K.
Acorn Wealth Advisors first reported a position in Xylem in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's Xylem position peaked at $44K in Q1 2018.
666 funds tracked by Wall St. Rank held Xylem as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.