Strategic Wealth Partners’s Xylem XYL Stock Holding History

Strategic Wealth Partners’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
2019 Q4	–	Sell	-771	Closed	-$59	–	525
2019 Q3	$59	Hold	771	–	–	﹤0.01%	294
2019 Q2	$64K	Sell	771 -719	-48%	-$57.3K	0.03%	212
2019 Q1	$120K	Buy	1,490 +1,437	+2,711%	+$105K	0.06%	167
2018 Q4	$4K	Hold	53	–	–	﹤0.01%	600
2018 Q3	$4K	Hold	53	–	–	﹤0.01%	581
2018 Q2	$4K	Hold	53	–	–	﹤0.01%	663
2018 Q1	$4K	Hold	53	–	–	﹤0.01%	681
2017 Q4	$4K	Buy	+53	New	+$3.52K	﹤0.01%	644

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

PAMU

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Strategic Wealth Partners's XYL Position: Q4 2019 in Review

Strategic Wealth Partners sold out of Xylem (XYL) in Q4 2019, closing a stake of 771 shares — an estimated $59 sold.

Strategic Wealth Partners first reported a position in XYL in Q4 2017 and held it in 8 quarters. The position peaked at $120K in Q1 2019. 712 funds tracked by Wall St. Rank hold XYL as of Q4 2019.

Strategic Wealth Partners reported no remaining Xylem position as of Q4 2019 after selling out during the quarter.
Strategic Wealth Partners sold 771 Xylem shares in Q4 2019, an estimated $59.
Strategic Wealth Partners first reported a position in Xylem in Q4 2017 and held it in 8 quarters.
Strategic Wealth Partners's Xylem position peaked at $120K in Q1 2019.
712 funds tracked by Wall St. Rank held Xylem as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.