Pinnacle Summer Investments’s Xylem XYL Stock Holding History

Pinnacle Summer Investments’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	$338K	Buy	9,260 +7,780	+526%	+$281K	0.05%	159
2015 Q3	$48K	Hold	1,480	–	–	0.01%	495
2015 Q2	$55K	Hold	1,480	–	–	0.01%	308
2015 Q1	$52K	Hold	1,480	–	–	0.01%	510
2014 Q4	$50K	Hold	1,480	–	–	0.01%	517
2014 Q3	$53K	Hold	1,480	–	–	0.01%	520
2014 Q2	$55K	Hold	1,480	–	–	0.01%	490
2014 Q1	$56K	Hold	1,480	–	–	0.01%	452
2013 Q4	$51K	Hold	1,480	–	–	0.01%	467
2013 Q3	$41K	Hold	1,480	–	–	0.01%	459
2013 Q2	$40K	Buy	+1,480	New	+$40.9K	0.01%	416

Other funds holding XYL

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 16.26% 1-Year Est. Return

PAMU

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pinnacle Summer Investments's XYL Position: Q4 2015 in Review

Pinnacle Summer Investments increased its Xylem (XYL) stake by 526% in Q4 2015, buying an estimated $281K and bringing the position to 9,260 shares worth $338K. The position accounts for 0.05% of the portfolio, ranked #159.

Pinnacle Summer Investments first reported a position in XYL in Q2 2013 and has held it in 11 quarters since. 443 funds tracked by Wall St. Rank hold XYL as of Q4 2015.

Pinnacle Summer Investments held 9,260 shares of Xylem worth $338K as of Q4 2015.
Pinnacle Summer Investments bought 7,780 Xylem shares in Q4 2015, an estimated $281K.
Xylem made up 0.05% of Pinnacle Summer Investments's portfolio in Q4 2015, its #159 holding.
Pinnacle Summer Investments first reported a position in Xylem in Q2 2013 and has held it in 11 quarters since.
443 funds tracked by Wall St. Rank held Xylem as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.