Ground Swell Capital’s Xylem XYL Stock Holding History

Ground Swell Capital’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
2014 Q3	–	Sell	-206	Closed	-$8K	–	2814
2014 Q2	$8K	Buy	+206	New	+$7.7K	0.02%	860

Other funds holding XYL

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return

Ground Swell Capital's XYL Position: Q3 2014 in Review

Ground Swell Capital sold out of Xylem (XYL) in Q3 2014, closing a stake of 206 shares — an estimated $8K sold.

Ground Swell Capital first reported a position in XYL in Q2 2014 and held it in 1 quarter. The position peaked at $8K in Q2 2014. 439 funds tracked by Wall St. Rank hold XYL as of Q3 2014.

Ground Swell Capital reported no remaining Xylem position as of Q3 2014 after selling out during the quarter.
Ground Swell Capital sold 206 Xylem shares in Q3 2014, an estimated $8K.
Ground Swell Capital first reported a position in Xylem in Q2 2014 and held it in 1 quarter.
Ground Swell Capital's Xylem position peaked at $8K in Q2 2014.
439 funds tracked by Wall St. Rank held Xylem as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.