First Allied Advisory Services’s Xylem XYL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$277K Buy
3,290
+214
+7% +$16.7K 0.01% 928
2020
Q2
$200K Sell
3,076
-721
-19% -$47.6K 0.01% 1009
2020
Q1
$247K Buy
3,797
+1,158
+44% +$91.3K 0.01% 839
2019
Q4
$209K Buy
2,639
+63
+2% +$4.9K 0.01% 1105
2019
Q3
$209K Buy
2,576
+185
+8% +$14.5K 0.01% 1077
2019
Q2
$200K Buy
+2,391
New +$191K 0.01% 1106

Other funds holding XYL

First Allied Advisory Services's XYL Position: Q3 2020 in Review

First Allied Advisory Services increased its Xylem (XYL) stake by 7% in Q3 2020, buying an estimated $16.7K and bringing the position to 3,290 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #928.

First Allied Advisory Services first reported a position in XYL in Q2 2019 and has held it in 6 quarters since. 655 funds tracked by Wall St. Rank hold XYL as of Q3 2020.

  • First Allied Advisory Services held 3,290 shares of Xylem worth $277K as of Q3 2020.
  • First Allied Advisory Services bought 214 Xylem shares in Q3 2020, an estimated $16.7K.
  • Xylem made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #928 holding.
  • First Allied Advisory Services first reported a position in Xylem in Q2 2019 and has held it in 6 quarters since.
  • 655 funds tracked by Wall St. Rank held Xylem as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.