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Gupta Wealth Management’s Xylem XYL Stock Holding History

Gupta 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
2015
Q3 		– Sell
-100
Closed -$4K – 1363
2015
Q2 		$4K Buy
+100
New +$3.64K ﹤0.01% 1054

Other funds holding XYL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
State Street
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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FC
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

Gupta Wealth Management's XYL Position: Q3 2015 in Review

Gupta Wealth Management sold out of Xylem (XYL) in Q3 2015, closing a stake of 100 shares — an estimated $4K sold.

Gupta Wealth Management first reported a position in XYL in Q2 2015 and held it in 1 quarter. The position peaked at $4K in Q2 2015. 419 funds tracked by Wall St. Rank hold XYL as of Q3 2015.

  • Gupta Wealth Management reported no remaining Xylem position as of Q3 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 100 Xylem shares in Q3 2015, an estimated $4K.
  • Gupta Wealth Management first reported a position in Xylem in Q2 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Xylem position peaked at $4K in Q2 2015.
  • 419 funds tracked by Wall St. Rank held Xylem as of Q3 2015.

Based on Gupta Wealth Management's 13F filing for Q3 2015, filed 18 Nov 2015.