Rockefeller Financial Services’s Xylem XYL Stock Holding History

Rockefeller Financial Services’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	$5.34M	Buy	78,265 +55,780	+248%	+$3.7M	0.08%	132
2017 Q3	$1.41M	Buy	22,485 +370	+2%	+$22.1K	0.03%	176
2017 Q2	$1.23M	Buy	22,115 +1,000	+5%	+$52.1K	0.02%	170
2017 Q1	$1.06M	Sell	21,115 -7,738	-27%	-$377K	0.02%	185
2016 Q4	$1.43M	Buy	28,853 +7,260	+34%	+$368K	0.03%	170
2016 Q3	$1.13M	Hold	21,593	–	–	0.02%	182
2016 Q2	$964K	Hold	21,593	–	–	0.02%	200
2016 Q1	$883K	Hold	21,593	–	–	0.02%	202
2015 Q4	$788K	Hold	21,593	–	–	0.02%	213
2015 Q3	$709K	Hold	21,593	–	–	0.01%	217
2015 Q2	$800K	Hold	21,593	–	–	0.02%	209
2015 Q1	$756K	Hold	21,593	–	–	0.02%	216
2014 Q4	$822K	Hold	21,593	–	–	0.02%	215
2014 Q3	$766K	Buy	21,593 +1,703	+9%	+$63.3K	0.02%	224
2014 Q2	$777K	Hold	19,890	–	–	0.02%	236
2014 Q1	$724K	Hold	19,890	–	–	0.02%	236
2013 Q4	$688K	Hold	19,890	–	–	0.01%	249
2013 Q3	$556K	Buy	19,890 +5,687	+40%	+$152K	0.01%	256
2013 Q2	$383K	Buy	+14,203	New	+$392K	0.01%	271

Other funds holding XYL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

IAMU

Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Rockefeller Financial Services's XYL Position: Q4 2017 in Review

Rockefeller Financial Services increased its Xylem (XYL) stake by 248% in Q4 2017, buying an estimated $3.7M and bringing the position to 78,265 shares worth $5.34M. The position accounts for 0.08% of the portfolio, ranked #132.

Rockefeller Financial Services first reported a position in XYL in Q2 2013 and has held it in 19 quarters since. 625 funds tracked by Wall St. Rank hold XYL as of Q4 2017.

Rockefeller Financial Services held 78,265 shares of Xylem worth $5.34M as of Q4 2017.
Rockefeller Financial Services bought 55,780 Xylem shares in Q4 2017, an estimated $3.7M.
Xylem made up 0.08% of Rockefeller Financial Services's portfolio in Q4 2017, its #132 holding.
Rockefeller Financial Services first reported a position in Xylem in Q2 2013 and has held it in 19 quarters since.
625 funds tracked by Wall St. Rank held Xylem as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.