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West Family Investments’s Xylem XYL Stock Holding History

West Family Investments’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
2014
Q1 		– Sell
-10,000
Closed -$346K – 115
2013
Q4 		$346K Sell
10,000
-10,000
-50% -$322K 0.08% 79
2013
Q3 		$559K Hold
20,000
– – 0.14% 71
2013
Q2 		$539K Buy
+20,000
New +$552K 0.14% 75

Other funds holding XYL

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $2.9T AUM 29.55% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

West Family Investments's XYL Position: Q1 2014 in Review

West Family Investments sold out of Xylem (XYL) in Q1 2014, closing a stake of 10,000 shares — an estimated $346K sold.

West Family Investments first reported a position in XYL in Q2 2013 and held it in 3 quarters. The position peaked at $559K in Q3 2013. 439 funds tracked by Wall St. Rank hold XYL as of Q1 2014.

  • West Family Investments reported no remaining Xylem position as of Q1 2014 after selling out during the quarter.
  • West Family Investments sold 10,000 Xylem shares in Q1 2014, an estimated $346K.
  • West Family Investments first reported a position in Xylem in Q2 2013 and held it in 3 quarters.
  • West Family Investments's Xylem position peaked at $559K in Q3 2013.
  • 439 funds tracked by Wall St. Rank held Xylem as of Q1 2014.

Based on West Family Investments's 13F filing for Q1 2014, filed 14 May 2014.