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Delta Financial Advisors’s Xylem XYL Stock Holding History

Delta Financial 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
2020
Q1 		– Sell
-2,600
Closed -$205K – 113
2019
Q4 		$205K Hold
2,600
– – 0.08% 112
2019
Q3 		$207K Hold
2,600
– – 0.08% 114
2019
Q2 		$217K Buy
+2,600
New +$207K 0.09% 112

Other funds holding XYL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Delta Financial Advisors's XYL Position: Q1 2020 in Review

Delta Financial Advisors sold out of Xylem (XYL) in Q1 2020, closing a stake of 2,600 shares — an estimated $205K sold.

Delta Financial Advisors first reported a position in XYL in Q2 2019 and held it in 3 quarters. The position peaked at $217K in Q2 2019. 673 funds tracked by Wall St. Rank hold XYL as of Q1 2020.

  • Delta Financial Advisors reported no remaining Xylem position as of Q1 2020 after selling out during the quarter.
  • Delta Financial Advisors sold 2,600 Xylem shares in Q1 2020, an estimated $205K.
  • Delta Financial Advisors first reported a position in Xylem in Q2 2019 and held it in 3 quarters.
  • Delta Financial Advisors's Xylem position peaked at $217K in Q2 2019.
  • 673 funds tracked by Wall St. Rank held Xylem as of Q1 2020.

Based on Delta Financial Advisors's 13F filing for Q1 2020, filed 27 Apr 2020.