Focused Wealth Management’s Xylem XYL Stock Holding History

Focused 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
2017 Q1	–	Sell	-3,200	Closed	-$158K	–	735
2016 Q4	$158K	Buy	+3,200	New	+$162K	0.07%	177
2014 Q4	–	Sell	-20	Closed	-$1K	–	715
2014 Q3	$1K	Hold	20	–	–	﹤0.01%	657
2014 Q2	$1K	Hold	20	–	–	﹤0.01%	640
2014 Q1	$1K	Hold	20	–	–	﹤0.01%	606
2013 Q4	$1K	Hold	20	–	–	﹤0.01%	600
2013 Q3	$1K	Buy	+20	New	+$533	﹤0.01%	569

Other funds holding XYL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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 $1T AUM

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Focused Wealth Management's XYL Position: Q1 2017 in Review

Focused Wealth Management sold out of Xylem (XYL) in Q1 2017, closing a stake of 3,200 shares — an estimated $158K sold.

Focused Wealth Management first reported a position in XYL in Q3 2013 and held it in 6 quarters. The position peaked at $158K in Q4 2016. 547 funds tracked by Wall St. Rank hold XYL as of Q1 2017.

Focused Wealth Management reported no remaining Xylem position as of Q1 2017 after selling out during the quarter.
Focused Wealth Management sold 3,200 Xylem shares in Q1 2017, an estimated $158K.
Focused Wealth Management first reported a position in Xylem in Q3 2013 and held it in 6 quarters.
Focused Wealth Management's Xylem position peaked at $158K in Q4 2016.
547 funds tracked by Wall St. Rank held Xylem as of Q1 2017.

Based on Focused Wealth Management's 13F filing for Q1 2017, filed 10 May 2017.