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Caldwell & Orkin’s Xylem XYL Stock Holding History

Caldwell & Orkin’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
Q3 		– Sell
-19,700
Closed -$1.09M – 75
2017
Q2 		$1.09M Buy
19,700
+3,200
+19% +$167K 1.36% 27
2017
Q1 		$829K Sell
16,500
-21,600
-57% -$1.05M 0.46% 66
2016
Q4 		$1.89M Sell
38,100
-15,400
-29% -$781K 1.2% 26
2016
Q3 		$2.81M Buy
+53,500
New +$2.62M 1.93% 21

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Caldwell & Orkin's XYL Position: Q3 2017 in Review

Caldwell & Orkin sold out of Xylem (XYL) in Q3 2017, closing a stake of 19,700 shares — an estimated $1.09M sold.

Caldwell & Orkin first reported a position in XYL in Q3 2016 and held it in 4 quarters. The position peaked at $2.81M in Q3 2016. 573 funds tracked by Wall St. Rank hold XYL as of Q3 2017.

  • Caldwell & Orkin reported no remaining Xylem position as of Q3 2017 after selling out during the quarter.
  • Caldwell & Orkin sold 19,700 Xylem shares in Q3 2017, an estimated $1.09M.
  • Caldwell & Orkin first reported a position in Xylem in Q3 2016 and held it in 4 quarters.
  • Caldwell & Orkin's Xylem position peaked at $2.81M in Q3 2016.
  • 573 funds tracked by Wall St. Rank held Xylem as of Q3 2017.

Based on Caldwell & Orkin's 13F filing for Q3 2017, filed 7 Nov 2017.