Aevitas Wealth Management’s Xylem XYL Stock Holding History

Aevitas Wealth Management’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
2019 Q1	–	Sell	-140	Closed	-$9K	–	408
2018 Q4	$9K	Hold	140	–	–	0.01%	308
2018 Q3	$11K	Hold	140	–	–	0.01%	335
2018 Q2	$9K	Hold	140	–	–	0.01%	337
2018 Q1	$11K	Hold	140	–	–	0.01%	312
2017 Q4	$10K	Buy	+140	New	+$9.3K	0.01%	322

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

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

PAMU

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aevitas Wealth Management's XYL Position: Q1 2019 in Review

Aevitas Wealth Management sold out of Xylem (XYL) in Q1 2019, closing a stake of 140 shares — an estimated $9K sold.

Aevitas Wealth Management first reported a position in XYL in Q4 2017 and held it in 5 quarters. The position peaked at $11K in Q3 2018. 668 funds tracked by Wall St. Rank hold XYL as of Q1 2019.

Aevitas Wealth Management reported no remaining Xylem position as of Q1 2019 after selling out during the quarter.
Aevitas Wealth Management sold 140 Xylem shares in Q1 2019, an estimated $9K.
Aevitas Wealth Management first reported a position in Xylem in Q4 2017 and held it in 5 quarters.
Aevitas Wealth Management's Xylem position peaked at $11K in Q3 2018.
668 funds tracked by Wall St. Rank held Xylem as of Q1 2019.

Based on Aevitas Wealth Management's 13F filing for Q1 2019, filed 9 May 2019.