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Avantax Planning Partners’s Xylem XYL Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-733
Closed -$59K – 1229
2018
Q3 		$59K Buy
+733
New +$54.7K ﹤0.01% 449
2018
Q2 		– Sell
-1,022
Closed -$78K – 1519
2018
Q1 		$78K Buy
+1,022
New +$75.6K 0.01% 447

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avantax Planning Partners's XYL Position: Q4 2018 in Review

Avantax Planning Partners sold out of Xylem (XYL) in Q4 2018, closing a stake of 733 shares — an estimated $59K sold.

Avantax Planning Partners first reported a position in XYL in Q1 2018 and held it in 2 quarters. The position peaked at $78K in Q1 2018. 644 funds tracked by Wall St. Rank hold XYL as of Q4 2018.

  • Avantax Planning Partners reported no remaining Xylem position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 733 Xylem shares in Q4 2018, an estimated $59K.
  • Avantax Planning Partners first reported a position in Xylem in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Xylem position peaked at $78K in Q1 2018.
  • 644 funds tracked by Wall St. Rank held Xylem as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.