Fusion Family Wealth’s Xylem XYL Stock Holding History

Fusion Family Wealth’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
2019 Q1	–	Sell	-500	Closed	-$33K	–	247
2018 Q4	$33K	Hold	500	–	–	0.01%	128
2018 Q3	$40K	Hold	500	–	–	0.01%	125
2018 Q2	$34K	Hold	500	–	–	0.01%	145
2018 Q1	$38K	Hold	500	–	–	0.01%	130
2017 Q4	$34K	Buy	+500	New	+$33.2K	0.01%	152
2017 Q3	–	Sell	-500	Closed	-$28K	–	305
2017 Q2	$28K	Hold	500	–	–	0.01%	153
2017 Q1	$25K	Hold	500	–	–	0.01%	154
2016 Q4	$24K	Buy	+500	New	+$25.3K	0.01%	176

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fusion Family Wealth's XYL Position: Q1 2019 in Review

Fusion Family Wealth sold out of Xylem (XYL) in Q1 2019, closing a stake of 500 shares — an estimated $33K sold.

Fusion Family Wealth first reported a position in XYL in Q4 2016 and held it in 8 quarters. The position peaked at $40K in Q3 2018. 668 funds tracked by Wall St. Rank hold XYL as of Q1 2019.

Fusion Family Wealth reported no remaining Xylem position as of Q1 2019 after selling out during the quarter.
Fusion Family Wealth sold 500 Xylem shares in Q1 2019, an estimated $33K.
Fusion Family Wealth first reported a position in Xylem in Q4 2016 and held it in 8 quarters.
Fusion Family Wealth's Xylem position peaked at $40K in Q3 2018.
668 funds tracked by Wall St. Rank held Xylem as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.