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Aris Wealth Services’s Xylem XYL Stock Holding History

Aris Wealth Services’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
2015
Q3 		$12K Hold
360
– – 0.03% 208
2015
Q2 		$13K Hold
360
– – 0.01% 350
2015
Q1 		$13K Buy
+360
New +$12.7K 0.01% 345

Other funds holding XYL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FC
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

Aris Wealth Services's XYL Position: Q3 2015 in Review

Aris Wealth Services held its Xylem (XYL) position steady in Q3 2015 at 360 shares worth $12K. The position accounts for 0.03% of the portfolio, ranked #208.

Aris Wealth Services first reported a position in XYL in Q1 2015 and has held it in 3 quarters since. The position peaked at $13K in Q2 2015. 419 funds tracked by Wall St. Rank hold XYL as of Q3 2015.

  • Aris Wealth Services held 360 shares of Xylem worth $12K as of Q3 2015.
  • Aris Wealth Services left its Xylem share count unchanged in Q3 2015.
  • Xylem made up 0.03% of Aris Wealth Services's portfolio in Q3 2015, its #208 holding.
  • Aris Wealth Services first reported a position in Xylem in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Xylem position peaked at $13K in Q2 2015.
  • 419 funds tracked by Wall St. Rank held Xylem as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.