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WESPAC Advisors SoCal’s Xylem XYL Stock Holding History

WESPAC Advisors SoCal’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
-150
Closed -$11K – 328
2019
Q1 		$11K Hold
150
– – 0.01% 227
2018
Q4 		$10K Hold
150
– – 0.01% 245
2018
Q3 		$11K Buy
+150
New +$11.2K 0.01% 232

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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Impax Asset Management Group
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
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WESPAC Advisors SoCal's XYL Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Xylem (XYL) in Q2 2019, closing a stake of 150 shares — an estimated $11K sold.

WESPAC Advisors SoCal first reported a position in XYL in Q3 2018 and held it in 3 quarters. The position peaked at $11K in Q1 2019. 690 funds tracked by Wall St. Rank hold XYL as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining Xylem position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 150 Xylem shares in Q2 2019, an estimated $11K.
  • WESPAC Advisors SoCal first reported a position in Xylem in Q3 2018 and held it in 3 quarters.
  • WESPAC Advisors SoCal's Xylem position peaked at $11K in Q1 2019.
  • 690 funds tracked by Wall St. Rank held Xylem as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.