Valley Wealth Managers’s Xylem XYL Stock Holding History

Valley Wealth Managers’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	-320	Closed	-$16K	–	189
2017 Q1	$16K	Sell	320 -400	-56%	-$19.5K	﹤0.01%	167
2016 Q4	$36K	Hold	720	–	–	0.01%	145
2016 Q3	$38K	Hold	720	–	–	0.01%	146
2016 Q2	$32K	Buy	+720	New	+$31.3K	﹤0.01%	152
2013 Q3	–	Sell	-76,737	Closed	-$2.07M	–	105
2013 Q2	$2.07M	Buy	+76,737	New	+$2.12M	0.47%	48

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

Valley Wealth Managers's XYL Position: Q2 2017 in Review

Valley Wealth Managers sold out of Xylem (XYL) in Q2 2017, closing a stake of 320 shares — an estimated $16K sold.

Valley Wealth Managers first reported a position in XYL in Q2 2013 and held it in 5 quarters. The position peaked at $2.07M in Q2 2013. 549 funds tracked by Wall St. Rank hold XYL as of Q2 2017.

Valley Wealth Managers reported no remaining Xylem position as of Q2 2017 after selling out during the quarter.
Valley Wealth Managers sold 320 Xylem shares in Q2 2017, an estimated $16K.
Valley Wealth Managers first reported a position in Xylem in Q2 2013 and held it in 5 quarters.
Valley Wealth Managers's Xylem position peaked at $2.07M in Q2 2013.
549 funds tracked by Wall St. Rank held Xylem as of Q2 2017.

Based on Valley Wealth Managers's 13F filing for Q2 2017, filed 13 Jul 2017.