Mariner Wealth Advisors (Cincinnati)’s Xylem XYL Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018 Q3	$325K	Hold	4,075	–	–	0.02%	235
2018 Q2	$275K	Hold	4,075	–	–	0.02%	254
2018 Q1	$313K	Buy	4,075 +225	+6%	+$16.6K	0.02%	231
2017 Q4	$263K	Buy	3,850 +275	+8%	+$18.3K	0.02%	242
2017 Q3	$224K	Buy	+3,575	New	+$214K	0.01%	249
2015 Q1	$207K	Buy	5,925 +376	+7%	+$13.3K	0.03%	175
2014 Q4	$211K	Buy	+5,549	New	+$203K	0.03%	171

Other funds holding XYL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

PAMU

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s XYL Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) held its Xylem (XYL) position steady in Q3 2018 at 4,075 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #235.

Mariner Wealth Advisors (Cincinnati) first reported a position in XYL in Q4 2014 and has held it in 7 quarters since. 666 funds tracked by Wall St. Rank hold XYL as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 4,075 shares of Xylem worth $325K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) left its Xylem share count unchanged in Q3 2018.
Xylem made up 0.02% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #235 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Xylem in Q4 2014 and has held it in 7 quarters since.
666 funds tracked by Wall St. Rank held Xylem as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.