United Asset Strategies’s Xylem XYL Stock Holding History

United Asset Strategies’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 Q2	–	Sell	-32,880	Closed	-$2.6M	–	217
2019 Q1	$2.6M	Buy	32,880 +353	+1%	+$25.8K	0.61%	53
2018 Q4	$2.17M	Sell	32,527 -628	-2%	-$43.4K	0.59%	52
2018 Q3	$2.65M	Buy	33,155 +872	+3%	+$65.1K	0.62%	55
2018 Q2	$2.17M	Buy	+32,283	New	+$2.34M	0.57%	56
2013 Q3	–	Sell	-39,677	Closed	-$1.07M	–	98
2013 Q2	$1.07M	Buy	+39,677	New	+$1.1M	0.71%	53

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

United Asset Strategies's XYL Position: Q2 2019 in Review

United Asset Strategies sold out of Xylem (XYL) in Q2 2019, closing a stake of 32,880 shares — an estimated $2.6M sold.

United Asset Strategies first reported a position in XYL in Q2 2013 and held it in 5 quarters. The position peaked at $2.65M in Q3 2018. 690 funds tracked by Wall St. Rank hold XYL as of Q2 2019.

United Asset Strategies reported no remaining Xylem position as of Q2 2019 after selling out during the quarter.
United Asset Strategies sold 32,880 Xylem shares in Q2 2019, an estimated $2.6M.
United Asset Strategies first reported a position in Xylem in Q2 2013 and held it in 5 quarters.
United Asset Strategies's Xylem position peaked at $2.65M in Q3 2018.
690 funds tracked by Wall St. Rank held Xylem as of Q2 2019.

Based on United Asset Strategies's 13F filing for Q2 2019, filed 31 Jul 2019.