Omnia Family Wealth’s Xylem XYL Stock Holding History

Omnia Family Wealth’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	-1,228	Closed	-$97K	–	540
2019 Q1	$97K	Hold	1,228	–	–	0.05%	129
2018 Q4	$82K	Hold	1,228	–	–	0.04%	128
2018 Q3	$98K	Hold	1,228	–	–	0.04%	122
2018 Q2	$83K	Hold	1,228	–	–	0.04%	125
2018 Q1	$94K	Hold	1,228	–	–	0.04%	120
2017 Q4	$84K	Hold	1,228	–	–	0.04%	124
2017 Q3	$77K	Hold	1,228	–	–	0.04%	129
2017 Q2	$68K	Hold	1,228	–	–	0.03%	136
2017 Q1	$62K	Hold	1,228	–	–	0.03%	144
2016 Q4	$61K	Buy	+1,228	New	+$62.3K	0.03%	151

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

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 Oslo, Norway $935B AUM

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

Omnia Family Wealth's XYL Position: Q2 2019 in Review

Omnia Family Wealth sold out of Xylem (XYL) in Q2 2019, closing a stake of 1,228 shares — an estimated $97K sold.

Omnia Family Wealth first reported a position in XYL in Q4 2016 and held it in 10 quarters. The position peaked at $98K in Q3 2018. 690 funds tracked by Wall St. Rank hold XYL as of Q2 2019.

Omnia Family Wealth reported no remaining Xylem position as of Q2 2019 after selling out during the quarter.
Omnia Family Wealth sold 1,228 Xylem shares in Q2 2019, an estimated $97K.
Omnia Family Wealth first reported a position in Xylem in Q4 2016 and held it in 10 quarters.
Omnia Family Wealth's Xylem position peaked at $98K in Q3 2018.
690 funds tracked by Wall St. Rank held Xylem as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.