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Lehman Financial Resources’s Xylem XYL Stock Holding History

Lehman Financial Resources’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
2015
Q4 		– Sell
-31
Closed -$1K – 363
2015
Q3 		$1K Hold
31
– – ﹤0.01% 433
2015
Q2 		$1K Hold
31
– – ﹤0.01% 413
2015
Q1 		$1K Hold
31
– – ﹤0.01% 410
2014
Q4 		$1K Buy
+31
New +$1.13K ﹤0.01% 389

Other funds holding XYL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lehman Financial Resources's XYL Position: Q4 2015 in Review

Lehman Financial Resources sold out of Xylem (XYL) in Q4 2015, closing a stake of 31 shares — an estimated $1K sold.

Lehman Financial Resources first reported a position in XYL in Q4 2014 and held it in 4 quarters. The position peaked at $1K in Q3 2015. 443 funds tracked by Wall St. Rank hold XYL as of Q4 2015.

  • Lehman Financial Resources reported no remaining Xylem position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 31 Xylem shares in Q4 2015, an estimated $1K.
  • Lehman Financial Resources first reported a position in Xylem in Q4 2014 and held it in 4 quarters.
  • Lehman Financial Resources's Xylem position peaked at $1K in Q3 2015.
  • 443 funds tracked by Wall St. Rank held Xylem as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.