Optimum Investment Advisors’s Xylem XYL Stock Holding History

Optimum 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
2015 Q1	$15K	Hold	425	–	–	﹤0.01%	750
2014 Q4	$16K	Hold	425	–	–	0.01%	772
2014 Q3	$15K	Sell	425 -75	-15%	-$2.79K	0.01%	699
2014 Q2	$20K	Hold	500	–	–	0.01%	661
2014 Q1	$18K	Hold	500	–	–	0.01%	534
2013 Q4	$17K	Hold	500	–	–	0.01%	546
2013 Q3	$14K	Buy	+500	New	+$13.3K	0.01%	542

Other funds holding XYL

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 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 $1T AUM

Optimum Investment Advisors's XYL Position: Q1 2015 in Review

Optimum Investment Advisors held its Xylem (XYL) position steady in Q1 2015 at 425 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Optimum Investment Advisors first reported a position in XYL in Q3 2013 and has held it in 7 quarters since. The position peaked at $20K in Q2 2014. 429 funds tracked by Wall St. Rank hold XYL as of Q1 2015.

Optimum Investment Advisors held 425 shares of Xylem worth $15K as of Q1 2015.
Optimum Investment Advisors left its Xylem share count unchanged in Q1 2015.
Xylem made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #750 holding.
Optimum Investment Advisors first reported a position in Xylem in Q3 2013 and has held it in 7 quarters since.
Optimum Investment Advisors's Xylem position peaked at $20K in Q2 2014.
429 funds tracked by Wall St. Rank held Xylem as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.