Avalon Investment & Advisory’s Xylem XYL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-3,350
Closed -$224K 359
2018
Q4
$224K Hold
3,350
0.01% 296
2018
Q3
$268K Sell
3,350
-200
-6% -$14.9K 0.01% 327
2018
Q2
$239K Hold
3,550
0.01% 324
2018
Q1
$273K Buy
+3,550
New +$262K 0.01% 323

Other funds holding XYL

Avalon Investment & Advisory's XYL Position: Q1 2019 in Review

Avalon Investment & Advisory sold out of Xylem (XYL) in Q1 2019, closing a stake of 3,350 shares — an estimated $224K sold.

Avalon Investment & Advisory first reported a position in XYL in Q1 2018 and held it in 4 quarters. The position peaked at $273K in Q1 2018. 668 funds tracked by Wall St. Rank hold XYL as of Q1 2019.

  • Avalon Investment & Advisory reported no remaining Xylem position as of Q1 2019 after selling out during the quarter.
  • Avalon Investment & Advisory sold 3,350 Xylem shares in Q1 2019, an estimated $224K.
  • Avalon Investment & Advisory first reported a position in Xylem in Q1 2018 and held it in 4 quarters.
  • Avalon Investment & Advisory's Xylem position peaked at $273K in Q1 2018.
  • 668 funds tracked by Wall St. Rank held Xylem as of Q1 2019.

Based on Avalon Investment & Advisory's 13F filing for Q1 2019, filed 24 Apr 2019.