Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-4,939
Closed -$248K 3822
2017
Q1
$248K Buy
+4,939
New +$241K 0.07% 1778
2016
Q3
Sell
-35,853
Closed -$1.6M 4008
2016
Q2
$1.6M Buy
+35,853
New +$1.56M 0.22% 818
2015
Q4
Hold
0
4383
2015
Q3
Hold
0
4573
2015
Q2
Sell
-700
Closed -$25.5K 4555
2015
Q1
$25K Sell
700
-25,596
-97% -$903K ﹤0.01% 3459
2014
Q4
$1M Buy
26,296
+16,998
+183% +$622K 0.05% 1879
2014
Q3
$330K Sell
9,298
-3,839
-29% -$143K 0.01% 2842
2014
Q2
$513K Buy
13,137
+1,285
+11% +$48K 0.02% 2678
2014
Q1
$432K Buy
+11,852
New +$432K 0.02% 2647
2013
Q4
Hold
0
4565
2013
Q3
Sell
-662
Closed -$17.6K 4713
2013
Q2
$18K Buy
+662
New +$18.3K ﹤0.01% 3909

Other funds holding XYL