Concert Wealth Management’s Xylem XYL Stock Holding History

Concert 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
2016 Q4	–	Sell	-3,849	Closed	-$201K	–	952
2016 Q3	$201K	Buy	+3,849	New	+$189K	0.02%	646

Other funds holding XYL

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Concert Wealth Management's XYL Position: Q4 2016 in Review

Concert Wealth Management sold out of Xylem (XYL) in Q4 2016, closing a stake of 3,849 shares — an estimated $201K sold.

Concert Wealth Management first reported a position in XYL in Q3 2016 and held it in 1 quarter. The position peaked at $201K in Q3 2016. 559 funds tracked by Wall St. Rank hold XYL as of Q4 2016.

Concert Wealth Management reported no remaining Xylem position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 3,849 Xylem shares in Q4 2016, an estimated $201K.
Concert Wealth Management first reported a position in Xylem in Q3 2016 and held it in 1 quarter.
Concert Wealth Management's Xylem position peaked at $201K in Q3 2016.
559 funds tracked by Wall St. Rank held Xylem as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.