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Beacon Financial Group’s Xylem XYL Stock Holding History

Beacon Financial Group’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
2013
Q4 		– Sell
-66,113
Closed -$1.85M – 195
2013
Q3 		$1.85M Buy
+66,113
New +$1.76M 0.4% 65

Other funds holding XYL

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
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
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
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Beacon Financial Group's XYL Position: Q4 2013 in Review

Beacon Financial Group sold out of Xylem (XYL) in Q4 2013, closing a stake of 66,113 shares — an estimated $1.85M sold.

Beacon Financial Group first reported a position in XYL in Q3 2013 and held it in 1 quarter. The position peaked at $1.85M in Q3 2013. 426 funds tracked by Wall St. Rank hold XYL as of Q4 2013.

  • Beacon Financial Group reported no remaining Xylem position as of Q4 2013 after selling out during the quarter.
  • Beacon Financial Group sold 66,113 Xylem shares in Q4 2013, an estimated $1.85M.
  • Beacon Financial Group first reported a position in Xylem in Q3 2013 and held it in 1 quarter.
  • Beacon Financial Group's Xylem position peaked at $1.85M in Q3 2013.
  • 426 funds tracked by Wall St. Rank held Xylem as of Q4 2013.

Based on Beacon Financial Group's 13F filing for Q4 2013, filed 10 Feb 2014.