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Constellation Wealth Advisors’s Xylem XYL Stock Holding History

Constellation Wealth Advisors’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
2015
Q3 		– Sell
-6,200
Closed -$230K – 152
2015
Q2 		$230K Hold
6,200
– – 0.02% 170
2015
Q1 		$217K Hold
6,200
– – 0.02% 173
2014
Q4 		$236K Sell
6,200
-800
-11% -$29.3K 0.02% 167
2014
Q3 		$248K Hold
7,000
– – 0.02% 180
2014
Q2 		$274K Hold
7,000
– – 0.03% 155
2014
Q1 		$255K Hold
7,000
– – 0.02% 179
2013
Q4 		$242K Buy
+7,000
New +$225K 0.02% 182

Other funds holding XYL

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Constellation Wealth Advisors's XYL Position: Q3 2015 in Review

Constellation Wealth Advisors sold out of Xylem (XYL) in Q3 2015, closing a stake of 6,200 shares — an estimated $230K sold.

Constellation Wealth Advisors first reported a position in XYL in Q4 2013 and held it in 7 quarters. The position peaked at $274K in Q2 2014. 419 funds tracked by Wall St. Rank hold XYL as of Q3 2015.

  • Constellation Wealth Advisors reported no remaining Xylem position as of Q3 2015 after selling out during the quarter.
  • Constellation Wealth Advisors sold 6,200 Xylem shares in Q3 2015, an estimated $230K.
  • Constellation Wealth Advisors first reported a position in Xylem in Q4 2013 and held it in 7 quarters.
  • Constellation Wealth Advisors's Xylem position peaked at $274K in Q2 2014.
  • 419 funds tracked by Wall St. Rank held Xylem as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.