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Wellington Shields Capital Management’s Xylem XYL Stock Holding History

Wellington Shields Capital 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
2013
Q4 		– Sell
-13,600
Closed -$380K – 339
2013
Q3 		$380K Buy
+13,600
New +$363K 0.07% 206

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FC
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SC
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PAMU
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GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Wellington Shields Capital Management's XYL Position: Q4 2013 in Review

Wellington Shields Capital Management sold out of Xylem (XYL) in Q4 2013, closing a stake of 13,600 shares — an estimated $380K sold.

Wellington Shields Capital Management first reported a position in XYL in Q3 2013 and held it in 1 quarter. The position peaked at $380K in Q3 2013. 426 funds tracked by Wall St. Rank hold XYL as of Q4 2013.

  • Wellington Shields Capital Management reported no remaining Xylem position as of Q4 2013 after selling out during the quarter.
  • Wellington Shields Capital Management sold 13,600 Xylem shares in Q4 2013, an estimated $380K.
  • Wellington Shields Capital Management first reported a position in Xylem in Q3 2013 and held it in 1 quarter.
  • Wellington Shields Capital Management's Xylem position peaked at $380K in Q3 2013.
  • 426 funds tracked by Wall St. Rank held Xylem as of Q4 2013.

Based on Wellington Shields Capital Management's 13F filing for Q4 2013, filed 11 Feb 2014.