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Mountain Capital Investment Advisors’s Xylem XYL Stock Holding History

Mountain Capital Investment 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
2017
Q4 		– Sell
-320
Closed -$20K – 443
2017
Q3 		$20K Buy
320
+200
+167% +$12K 0.02% 185
2017
Q2 		$7K Buy
+120
New +$6.25K 0.01% 344

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mountain Capital Investment Advisors's XYL Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Xylem (XYL) in Q4 2017, closing a stake of 320 shares — an estimated $20K sold.

Mountain Capital Investment Advisors first reported a position in XYL in Q2 2017 and held it in 2 quarters. The position peaked at $20K in Q3 2017. 625 funds tracked by Wall St. Rank hold XYL as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Xylem position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 320 Xylem shares in Q4 2017, an estimated $20K.
  • Mountain Capital Investment Advisors first reported a position in Xylem in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Xylem position peaked at $20K in Q3 2017.
  • 625 funds tracked by Wall St. Rank held Xylem as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.