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Waverton Investment Management’s Xylem XYL Stock Holding History

Waverton Investment Management’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
2015
Q2 		– Sell
-10,100
Closed -$354K – 108
2015
Q1 		$354K Hold
10,100
– – 0.03% 90
2014
Q4 		$385K Hold
10,100
– – 0.03% 91
2014
Q3 		$358K Hold
10,100
– – 0.02% 92
2014
Q2 		$395K Hold
10,100
– – 0.03% 92
2014
Q1 		$368K Hold
10,100
– – 0.02% 159
2013
Q4 		$349K Hold
10,100
– – 0.02% 160
2013
Q3 		$282K Hold
10,100
– – 0.02% 178
2013
Q2 		$272K Buy
+10,100
New +$279K 0.02% 83

Other funds holding XYL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Waverton Investment Management's XYL Position: Q2 2015 in Review

Waverton Investment Management sold out of Xylem (XYL) in Q2 2015, closing a stake of 10,100 shares — an estimated $354K sold.

Waverton Investment Management first reported a position in XYL in Q2 2013 and held it in 8 quarters. The position peaked at $395K in Q2 2014. 438 funds tracked by Wall St. Rank hold XYL as of Q2 2015.

  • Waverton Investment Management reported no remaining Xylem position as of Q2 2015 after selling out during the quarter.
  • Waverton Investment Management sold 10,100 Xylem shares in Q2 2015, an estimated $354K.
  • Waverton Investment Management first reported a position in Xylem in Q2 2013 and held it in 8 quarters.
  • Waverton Investment Management's Xylem position peaked at $395K in Q2 2014.
  • 438 funds tracked by Wall St. Rank held Xylem as of Q2 2015.

Based on Waverton Investment Management's 13F filing for Q2 2015, filed 9 Jul 2015.