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JOYN Advisors’s Xylem XYL Stock Holding History

JOYN Advisors’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
Q1 		– Sell
-190
Closed -$13K – 1455
2018
Q4 		$13K Buy
190
+99
+109% +$6.85K ﹤0.01% 872
2018
Q3 		$7K Buy
91
+44
+94% +$3.29K ﹤0.01% 1098
2018
Q2 		$3K Hold
47
– – ﹤0.01% 1349
2018
Q1 		$4K Sell
47
-2,953
-98% -$218K ﹤0.01% 929
2017
Q4 		$205K Buy
+3,000
New +$199K 0.04% 163

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JOYN Advisors's XYL Position: Q1 2019 in Review

JOYN Advisors sold out of Xylem (XYL) in Q1 2019, closing a stake of 190 shares — an estimated $13K sold.

JOYN Advisors first reported a position in XYL in Q4 2017 and held it in 5 quarters. The position peaked at $205K in Q4 2017. 668 funds tracked by Wall St. Rank hold XYL as of Q1 2019.

  • JOYN Advisors reported no remaining Xylem position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 190 Xylem shares in Q1 2019, an estimated $13K.
  • JOYN Advisors first reported a position in Xylem in Q4 2017 and held it in 5 quarters.
  • JOYN Advisors's Xylem position peaked at $205K in Q4 2017.
  • 668 funds tracked by Wall St. Rank held Xylem as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.