Integrated Wealth Management (Palm Desert)’s Xylem XYL Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-710	Closed	-$37K	–	1032
2016 Q3	$37K	Hold	710	–	–	0.01%	473
2016 Q2	$32K	Hold	710	–	–	0.01%	496
2016 Q1	$29K	Hold	710	–	–	0.01%	482
2015 Q4	$26K	Hold	710	–	–	0.01%	529
2015 Q3	$23K	Hold	710	–	–	0.01%	542
2015 Q2	$26K	Hold	710	–	–	0.01%	540
2015 Q1	$24K	Buy	+710	New	+$25K	0.01%	526

Other funds holding XYL

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s XYL Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Xylem (XYL) in Q4 2016, closing a stake of 710 shares — an estimated $37K sold.

Integrated Wealth Management (Palm Desert) first reported a position in XYL in Q1 2015 and held it in 7 quarters. The position peaked at $37K in Q3 2016. 560 funds tracked by Wall St. Rank hold XYL as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Xylem position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 710 Xylem shares in Q4 2016, an estimated $37K.
Integrated Wealth Management (Palm Desert) first reported a position in Xylem in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Xylem position peaked at $37K in Q3 2016.
560 funds tracked by Wall St. Rank held Xylem as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.