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Asset Planning Services (Pennsylvania)’s Xylem XYL Stock Holding History

Asset Planning Services (Pennsylvania)’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
2017
Q4 		– Sell
-100
Closed -$6K – 311
2017
Q3 		$6K Hold
100
– – ﹤0.01% 254
2017
Q2 		$6K Sell
100
-2,007
-95% -$105K ﹤0.01% 255
2017
Q1 		$106K Buy
2,107
+7
+0.3% +$341 0.07% 104
2016
Q4 		$104K Buy
2,100
+2,000
+2,000% +$101K 0.08% 92
2016
Q3 		$5K Hold
100
– – ﹤0.01% 229
2016
Q2 		$4K Hold
100
– – ﹤0.01% 247
2016
Q1 		$4K Hold
100
– – ﹤0.01% 235
2015
Q4 		$4K Hold
100
– – ﹤0.01% 211
2015
Q3 		$3K Hold
100
– – ﹤0.01% 212
2015
Q2 		$4K Buy
+100
New +$3.64K ﹤0.01% 219

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s XYL Position: Q4 2017 in Review

Asset Planning Services (Pennsylvania) sold out of Xylem (XYL) in Q4 2017, closing a stake of 100 shares — an estimated $6K sold.

Asset Planning Services (Pennsylvania) first reported a position in XYL in Q2 2015 and held it in 10 quarters. The position peaked at $106K in Q1 2017. 625 funds tracked by Wall St. Rank hold XYL as of Q4 2017.

  • Asset Planning Services (Pennsylvania) reported no remaining Xylem position as of Q4 2017 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 100 Xylem shares in Q4 2017, an estimated $6K.
  • Asset Planning Services (Pennsylvania) first reported a position in Xylem in Q2 2015 and held it in 10 quarters.
  • Asset Planning Services (Pennsylvania)'s Xylem position peaked at $106K in Q1 2017.
  • 625 funds tracked by Wall St. Rank held Xylem as of Q4 2017.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2017, filed 1 Feb 2018.