Intellectus Partners’s Xylem XYL Stock Holding History

Intellectus Partners’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
2019 Q2	–	Sell	-300	Closed	-$24K	–	410
2019 Q1	$24K	Hold	300	–	–	0.01%	304
2018 Q4	$20K	Sell	300 -200	-40%	-$13.8K	0.01%	178
2018 Q3	$40K	Hold	500	–	–	0.01%	368
2018 Q2	$34K	Hold	500	–	–	0.01%	375
2018 Q1	$38K	Hold	500	–	–	0.01%	371
2017 Q4	$34K	Hold	500	–	–	0.01%	383
2017 Q3	$31K	Hold	500	–	–	0.01%	472
2017 Q2	$28K	Hold	500	–	–	0.01%	461
2017 Q1	$25K	Hold	500	–	–	0.01%	433
2016 Q4	$25K	Buy	+500	New	+$25.3K	0.01%	424

Other funds holding XYL

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

BlackRock New York $5.7T 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 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

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return