Financial Architects (New Jersey)’s Xylem XYL Stock Holding History

Financial Architects (New Jersey)’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 Q4	–	Sell	-61	Closed	-$4K	–	1618
2017 Q3	$4K	Hold	61	–	–	﹤0.01%	1334
2017 Q2	$3K	Sell	61 -200	-77%	-$10.4K	﹤0.01%	1392
2017 Q1	$13K	Hold	261	–	–	﹤0.01%	1073
2016 Q4	$13K	Sell	261 -46	-15%	-$2.33K	﹤0.01%	955
2016 Q3	$16K	Hold	307	–	–	﹤0.01%	901
2016 Q2	$14K	Buy	307 +61	+25%	+$2.65K	﹤0.01%	889
2016 Q1	$10K	Buy	+246	New	+$9.06K	﹤0.01%	761
2015 Q3	–	Sell	-200	Closed	-$7K	–	942
2015 Q2	$7K	Hold	200	–	–	﹤0.01%	885
2015 Q1	$7K	Hold	200	–	–	﹤0.01%	810
2014 Q4	$8K	Hold	200	–	–	﹤0.01%	730
2014 Q3	$7K	Hold	200	–	–	﹤0.01%	697
2014 Q2	$8K	Buy	+200	New	+$7.47K	﹤0.01%	701
2013 Q4	–	Sell	-400	Closed	-$12K	–	582
2013 Q3	$12K	Hold	400	–	–	0.01%	465
2013 Q2	$10K	Buy	+400	New	+$11K	0.01%	465

Other funds holding XYL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

IAMU

Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return

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

Financial Architects (New Jersey)'s XYL Position: Q4 2017 in Review

Financial Architects (New Jersey) sold out of Xylem (XYL) in Q4 2017, closing a stake of 61 shares — an estimated $4K sold.

Financial Architects (New Jersey) first reported a position in XYL in Q2 2013 and held it in 14 quarters. The position peaked at $16K in Q3 2016. 625 funds tracked by Wall St. Rank hold XYL as of Q4 2017.

Financial Architects (New Jersey) reported no remaining Xylem position as of Q4 2017 after selling out during the quarter.
Financial Architects (New Jersey) sold 61 Xylem shares in Q4 2017, an estimated $4K.
Financial Architects (New Jersey) first reported a position in Xylem in Q2 2013 and held it in 14 quarters.
Financial Architects (New Jersey)'s Xylem position peaked at $16K in Q3 2016.
625 funds tracked by Wall St. Rank held Xylem as of Q4 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2017, filed 12 Feb 2018.