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Wealthfront’s Xylem XYL Stock Holding History

Wealthfront’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
2018
Q3 		$361K Sell
4,516
-4,571
-50% -$341K ﹤0.01% 420
2018
Q2 		$612K Sell
9,087
-575
-6% -$41.8K 0.01% 334
2018
Q1 		$743K Buy
9,662
+4,476
+86% +$331K 0.01% 315
2017
Q4 		$354K Buy
5,186
+68
+1% +$4.51K ﹤0.01% 410
2017
Q3 		$321K Buy
5,118
+300
+6% +$17.9K ﹤0.01% 407
2017
Q2 		$267K Buy
4,818
+431
+10% +$22.4K ﹤0.01% 397
2017
Q1 		$220K Buy
4,387
+356
+9% +$17.4K ﹤0.01% 404
2016
Q4 		$200K Sell
4,031
-217
-5% -$11K ﹤0.01% 379
2016
Q3 		$223K Buy
+4,248
New +$208K 0.01% 348
2015
Q4 		– Sell
-3,097
Closed -$102K – 1099
2015
Q3 		$102K Buy
3,097
+1,521
+97% +$51.2K ﹤0.01% 406
2015
Q2 		$58K Buy
1,576
+562
+55% +$20.4K ﹤0.01% 493
2015
Q1 		$36K Sell
1,014
-272
-21% -$9.59K ﹤0.01% 502
2014
Q4 		$49K Sell
1,286
-2,402
-65% -$87.9K ﹤0.01% 484
2014
Q3 		$131K Buy
3,688
+544
+17% +$20.2K 0.01% 235
2014
Q2 		$123K Buy
3,144
+450
+17% +$16.8K 0.01% 182
2014
Q1 		$100K Buy
+2,694
New +$98.2K 0.01% 130

Other funds holding XYL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthfront's XYL Position: Q3 2018 in Review

Wealthfront reduced its Xylem (XYL) stake by 50% in Q3 2018, selling an estimated $341K and leaving 4,516 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Wealthfront first reported a position in XYL in Q1 2014 and has held it in 16 quarters since. The position peaked at $743K in Q1 2018. 667 funds tracked by Wall St. Rank hold XYL as of Q3 2018.

  • Wealthfront held 4,516 shares of Xylem worth $361K as of Q3 2018.
  • Wealthfront sold 4,571 Xylem shares in Q3 2018, an estimated $341K.
  • Xylem made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #420 holding.
  • Wealthfront first reported a position in Xylem in Q1 2014 and has held it in 16 quarters since.
  • Wealthfront's Xylem position peaked at $743K in Q1 2018.
  • 667 funds tracked by Wall St. Rank held Xylem as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.