Transform Wealth’s Xylem XYL Stock Holding History

Transform Wealth’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 Q2	–	Sell	-5,548	Closed	-$279K	–	201
2017 Q1	$279K	Sell	5,548 -100	-2%	-$4.87K	0.1%	183
2016 Q4	$280K	Buy	5,648 +850	+18%	+$43.1K	0.11%	180
2016 Q3	$252K	Sell	4,798 -850	-15%	-$41.7K	0.11%	181
2016 Q2	$252K	Buy	+5,648	New	+$245K	0.11%	188

Other funds holding XYL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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 $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Transform Wealth's XYL Position: Q2 2017 in Review

Transform Wealth sold out of Xylem (XYL) in Q2 2017, closing a stake of 5,548 shares — an estimated $279K sold.

Transform Wealth first reported a position in XYL in Q2 2016 and held it in 4 quarters. The position peaked at $280K in Q4 2016. 549 funds tracked by Wall St. Rank hold XYL as of Q2 2017.

Transform Wealth reported no remaining Xylem position as of Q2 2017 after selling out during the quarter.
Transform Wealth sold 5,548 Xylem shares in Q2 2017, an estimated $279K.
Transform Wealth first reported a position in Xylem in Q2 2016 and held it in 4 quarters.
Transform Wealth's Xylem position peaked at $280K in Q4 2016.
549 funds tracked by Wall St. Rank held Xylem as of Q2 2017.

Based on Transform Wealth's 13F filing for Q2 2017, filed 2 Aug 2017.