Advisory Research’s Xylem XYL Stock Holding History

Advisory Research’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
2014 Q2	–	Sell	-1,755	Closed	-$64K	–	686
2014 Q1	$64K	Buy	+1,755	New	+$64K	﹤0.01%	735

Other funds holding XYL

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

PAMU

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

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Advisory Research's XYL Position: Q2 2014 in Review

Advisory Research sold out of Xylem (XYL) in Q2 2014, closing a stake of 1,755 shares — an estimated $64K sold.

Advisory Research first reported a position in XYL in Q1 2014 and held it in 1 quarter. The position peaked at $64K in Q1 2014. 445 funds tracked by Wall St. Rank hold XYL as of Q2 2014.

Advisory Research reported no remaining Xylem position as of Q2 2014 after selling out during the quarter.
Advisory Research sold 1,755 Xylem shares in Q2 2014, an estimated $64K.
Advisory Research first reported a position in Xylem in Q1 2014 and held it in 1 quarter.
Advisory Research's Xylem position peaked at $64K in Q1 2014.
445 funds tracked by Wall St. Rank held Xylem as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.