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 $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

AAMU

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

PAMU

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

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Intellectus Partners's XYL Position: Q2 2019 in Review

Intellectus Partners sold out of Xylem (XYL) in Q2 2019, closing a stake of 300 shares — an estimated $24K sold.

Intellectus Partners first reported a position in XYL in Q4 2016 and held it in 10 quarters. The position peaked at $40K in Q3 2018. 691 funds tracked by Wall St. Rank hold XYL as of Q2 2019.

Intellectus Partners reported no remaining Xylem position as of Q2 2019 after selling out during the quarter.
Intellectus Partners sold 300 Xylem shares in Q2 2019, an estimated $24K.
Intellectus Partners first reported a position in Xylem in Q4 2016 and held it in 10 quarters.
Intellectus Partners's Xylem position peaked at $40K in Q3 2018.
691 funds tracked by Wall St. Rank held Xylem as of Q2 2019.

Based on Intellectus Partners's 13F filing for Q2 2019, filed 8 Aug 2019.