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Institutional & Family Asset Management’s Xylem XYL Stock Holding History

Institutional & Family Asset 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
2018
Q3 		– Sell
-850
Closed -$57K – 878
2018
Q2 		$57K Buy
850
+100
+13% +$7.26K 0.01% 338
2018
Q1 		$58K Buy
+750
New +$55.5K 0.01% 311

Other funds holding XYL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Institutional & Family Asset Management's XYL Position: Q3 2018 in Review

Institutional & Family Asset Management sold out of Xylem (XYL) in Q3 2018, closing a stake of 850 shares — an estimated $57K sold.

Institutional & Family Asset Management first reported a position in XYL in Q1 2018 and held it in 2 quarters. The position peaked at $58K in Q1 2018. 666 funds tracked by Wall St. Rank hold XYL as of Q3 2018.

  • Institutional & Family Asset Management reported no remaining Xylem position as of Q3 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 850 Xylem shares in Q3 2018, an estimated $57K.
  • Institutional & Family Asset Management first reported a position in Xylem in Q1 2018 and held it in 2 quarters.
  • Institutional & Family Asset Management's Xylem position peaked at $58K in Q1 2018.
  • 666 funds tracked by Wall St. Rank held Xylem as of Q3 2018.

Based on Institutional & Family Asset Management's 13F filing for Q3 2018, filed 13 Nov 2018.