Bar Harbor Wealth Management’s Xylem XYL Stock Holding History

Bar Harbor Wealth Management’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
2020 Q2	–	Sell	-5,105	Closed	-$332K	–	245
2020 Q1	$332K	Sell	5,105 -1,287	-20%	-$101K	0.04%	185
2019 Q4	$504K	Sell	6,392 -2,125	-25%	-$165K	0.06%	190
2019 Q3	$678K	Hold	8,517	–	–	0.08%	178
2019 Q2	$712K	Buy	8,517 +425	+5%	+$33.9K	0.08%	174
2019 Q1	$640K	Sell	8,092 -100	-1%	-$7.3K	0.08%	175
2018 Q4	$547K	Sell	8,192 -633	-7%	-$43.8K	0.07%	181
2018 Q3	$705K	Buy	8,825 +510	+6%	+$38.1K	0.08%	182
2018 Q2	$561K	Buy	8,315 +375	+5%	+$27.2K	0.07%	189
2018 Q1	$611K	Buy	7,940 +514	+7%	+$38K	0.07%	177
2017 Q4	$506K	Buy	7,426 +1,500	+25%	+$99.6K	0.06%	195
2017 Q3	$371K	Buy	5,926 +2,260	+62%	+$135K	0.04%	215
2017 Q2	$203K	Buy	+3,666	New	+$191K	0.02%	300

Other funds holding XYL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bar Harbor Wealth Management's XYL Position: Q2 2020 in Review

Bar Harbor Wealth Management sold out of Xylem (XYL) in Q2 2020, closing a stake of 5,105 shares — an estimated $332K sold.

Bar Harbor Wealth Management first reported a position in XYL in Q2 2017 and held it in 12 quarters. The position peaked at $712K in Q2 2019. 645 funds tracked by Wall St. Rank hold XYL as of Q2 2020.

Bar Harbor Wealth Management reported no remaining Xylem position as of Q2 2020 after selling out during the quarter.
Bar Harbor Wealth Management sold 5,105 Xylem shares in Q2 2020, an estimated $332K.
Bar Harbor Wealth Management first reported a position in Xylem in Q2 2017 and held it in 12 quarters.
Bar Harbor Wealth Management's Xylem position peaked at $712K in Q2 2019.
645 funds tracked by Wall St. Rank held Xylem as of Q2 2020.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.