Sheets Smith Wealth Management’s Xylem XYL Stock Holding History

Sheets Smith Wealth Management’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
2018 Q2	–	Sell	-9,547	Closed	-$734K	–	337
2018 Q1	$734K	Sell	9,547 -195	-2%	-$14.4K	0.18%	145
2017 Q4	$664K	Buy	9,742 +213	+2%	+$14.1K	0.16%	161
2017 Q3	$597K	Buy	9,529 +1,726	+22%	+$103K	0.15%	169
2017 Q2	$433K	Buy	+7,803	New	+$406K	0.11%	186

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Sheets Smith Wealth Management's XYL Position: Q2 2018 in Review

Sheets Smith Wealth Management sold out of Xylem (XYL) in Q2 2018, closing a stake of 9,547 shares — an estimated $734K sold.

Sheets Smith Wealth Management first reported a position in XYL in Q2 2017 and held it in 4 quarters. The position peaked at $734K in Q1 2018. 644 funds tracked by Wall St. Rank hold XYL as of Q2 2018.

Sheets Smith Wealth Management reported no remaining Xylem position as of Q2 2018 after selling out during the quarter.
Sheets Smith Wealth Management sold 9,547 Xylem shares in Q2 2018, an estimated $734K.
Sheets Smith Wealth Management first reported a position in Xylem in Q2 2017 and held it in 4 quarters.
Sheets Smith Wealth Management's Xylem position peaked at $734K in Q1 2018.
644 funds tracked by Wall St. Rank held Xylem as of Q2 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2018, filed 26 Jul 2018.