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Legacy Financial Advisors’s Xylem XYL Stock Holding History

Legacy Financial 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
Q2 		– Sell
-88
Closed -$7K – 928
2019
Q1 		$7K Buy
88
+6
+7% +$438 ﹤0.01% 712
2018
Q4 		$5K Buy
82
+10
+14% +$692 ﹤0.01% 751
2018
Q3 		$5K Hold
72
– – ﹤0.01% 704
2018
Q2 		$5K Sell
72
-8
-10% -$581 ﹤0.01% 713
2018
Q1 		$6K Hold
80
– – ﹤0.01% 610
2017
Q4 		$5K Buy
+80
New +$5.31K ﹤0.01% 644

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

Legacy Financial Advisors's XYL Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Xylem (XYL) in Q2 2019, closing a stake of 88 shares — an estimated $7K sold.

Legacy Financial Advisors first reported a position in XYL in Q4 2017 and held it in 6 quarters. The position peaked at $7K in Q1 2019. 690 funds tracked by Wall St. Rank hold XYL as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Xylem position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 88 Xylem shares in Q2 2019, an estimated $7K.
  • Legacy Financial Advisors first reported a position in Xylem in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Xylem position peaked at $7K in Q1 2019.
  • 690 funds tracked by Wall St. Rank held Xylem as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.