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Alera Investment Advisors’s Xylem XYL Stock Holding History

Alera Investment 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
2019
Q2 		– Sell
-114
Closed -$9K – 1041
2019
Q1 		$9K Buy
114
+72
+171% +$5.25K ﹤0.01% 504
2018
Q4 		$3K Buy
+42
New +$2.91K ﹤0.01% 716

Other funds holding XYL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Impax Asset Management Group
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
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alera Investment Advisors's XYL Position: Q2 2019 in Review

Alera Investment Advisors sold out of Xylem (XYL) in Q2 2019, closing a stake of 114 shares — an estimated $9K sold.

Alera Investment Advisors first reported a position in XYL in Q4 2018 and held it in 2 quarters. The position peaked at $9K in Q1 2019. 690 funds tracked by Wall St. Rank hold XYL as of Q2 2019.

  • Alera Investment Advisors reported no remaining Xylem position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 114 Xylem shares in Q2 2019, an estimated $9K.
  • Alera Investment Advisors first reported a position in Xylem in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Xylem position peaked at $9K in Q1 2019.
  • 690 funds tracked by Wall St. Rank held Xylem as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.