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Robert N. Shapiro’s Xylem XYL Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$180K Buy
4,720
+299
+7% +$10.9K 0.04% 268
2014
Q3 		$156K Buy
4,421
+146
+3% +$5.42K 0.03% 309
2014
Q2 		$167K Hold
4,275
– – 0.03% 299
2014
Q1 		$155K Hold
4,275
– – 0.03% 299
2013
Q4 		$148K Sell
4,275
-375
-8% -$12.1K 0.03% 309
2013
Q3 		$130K Buy
4,650
+2,475
+114% +$66K 0.02% 347
2013
Q2 		$59K Buy
+2,175
New +$60.1K 0.01% 516

Other funds holding XYL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return

Robert N. Shapiro's XYL Position: Q4 2014 in Review

Robert N. Shapiro increased its Xylem (XYL) stake by 6.8% in Q4 2014, buying an estimated $10.9K and bringing the position to 4,720 shares worth $180K. The position accounts for 0.04% of the portfolio, ranked #268.

Robert N. Shapiro first reported a position in XYL in Q2 2013 and has held it in 7 quarters since. 435 funds tracked by Wall St. Rank hold XYL as of Q4 2014.

  • Robert N. Shapiro held 4,720 shares of Xylem worth $180K as of Q4 2014.
  • Robert N. Shapiro bought 299 Xylem shares in Q4 2014, an estimated $10.9K.
  • Xylem made up 0.04% of Robert N. Shapiro's portfolio in Q4 2014, its #268 holding.
  • Robert N. Shapiro first reported a position in Xylem in Q2 2013 and has held it in 7 quarters since.
  • 435 funds tracked by Wall St. Rank held Xylem as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.