Geneva Advisors’s Xylem XYL Stock Holding History

Geneva 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
2017 Q2	$479K	Sell	8,648 -24	-0.3%	-$1.25K	0.01%	523
2017 Q1	$435K	Sell	8,672 -58	-0.7%	-$2.83K	0.01%	531
2016 Q4	$432K	Buy	8,730 +66	+0.8%	+$3.35K	0.01%	510
2016 Q3	$454K	Hold	8,664	–	–	0.01%	488
2016 Q2	$387K	Sell	8,664 -133	-2%	-$5.78K	0.01%	503
2016 Q1	$360K	Hold	8,797	–	–	0.01%	507
2015 Q4	$321K	Hold	8,797	–	–	0.01%	491
2015 Q3	$289K	Sell	8,797 -400	-4%	-$13.5K	0.01%	491
2015 Q2	$341K	Buy	9,197 +283	+3%	+$10.3K	0.01%	499
2015 Q1	$312K	Sell	8,914 -125	-1%	-$4.41K	0.01%	506
2014 Q4	$344K	Hold	9,039	–	–	0.01%	481
2014 Q3	$321K	Hold	9,039	–	–	0.01%	499
2014 Q2	$353K	Buy	9,039 +755	+9%	+$28.2K	0.01%	488
2014 Q1	$302K	Hold	8,284	–	–	0.01%	478
2013 Q4	$287K	Buy	8,284 +6	+0.1%	+$193	0.01%	410
2013 Q3	$231K	Buy	8,278 +94	+1%	+$2.51K	﹤0.01%	437
2013 Q2	$220K	Buy	+8,184	New	+$226K	0.01%	380

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

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

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

Geneva Advisors's XYL Position: Q2 2017 in Review

Geneva Advisors reduced its Xylem (XYL) stake by 0.28% in Q2 2017, selling an estimated $1.25K and leaving 8,648 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #523.

Geneva Advisors first reported a position in XYL in Q2 2013 and has held it in 17 quarters since. 550 funds tracked by Wall St. Rank hold XYL as of Q2 2017.

Geneva Advisors held 8,648 shares of Xylem worth $479K as of Q2 2017.
Geneva Advisors sold 24 Xylem shares in Q2 2017, an estimated $1.25K.
Xylem made up 0.01% of Geneva Advisors's portfolio in Q2 2017, its #523 holding.
Geneva Advisors first reported a position in Xylem in Q2 2013 and has held it in 17 quarters since.
550 funds tracked by Wall St. Rank held Xylem as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.