Gideon Capital Advisors’s Xylem XYL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
Sell
-6,778
Closed -$303K 290
2016
Q2
$303K Sell
6,778
-3,653
-35% -$159K 0.18% 145
2016
Q1
$427K Buy
+10,431
New +$384K 0.53% 79

Other funds holding XYL

Gideon Capital Advisors's XYL Position: Q3 2016 in Review

Gideon Capital Advisors sold out of Xylem (XYL) in Q3 2016, closing a stake of 6,778 shares — an estimated $303K sold.

Gideon Capital Advisors first reported a position in XYL in Q1 2016 and held it in 2 quarters. The position peaked at $427K in Q1 2016. 521 funds tracked by Wall St. Rank hold XYL as of Q3 2016.

  • Gideon Capital Advisors reported no remaining Xylem position as of Q3 2016 after selling out during the quarter.
  • Gideon Capital Advisors sold 6,778 Xylem shares in Q3 2016, an estimated $303K.
  • Gideon Capital Advisors first reported a position in Xylem in Q1 2016 and held it in 2 quarters.
  • Gideon Capital Advisors's Xylem position peaked at $427K in Q1 2016.
  • 521 funds tracked by Wall St. Rank held Xylem as of Q3 2016.

Based on Gideon Capital Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.