West Oak Capital’s Xylem XYL Stock Holding History

West Oak Capital’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
2017 Q1	–	Sell	-1,500	Closed	-$74.3K	–	390
2016 Q4	$74.3K	Hold	1,500	–	–	0.05%	158
2016 Q3	$78.7K	Hold	1,500	–	–	0.05%	150
2016 Q2	$67K	Hold	1,500	–	–	0.05%	150
2016 Q1	$61.4K	Hold	1,500	–	–	0.05%	140
2015 Q4	$54.8K	Hold	1,500	–	–	0.04%	146
2015 Q3	$49.3K	Hold	1,500	–	–	0.04%	151
2015 Q2	$55.6K	Hold	1,500	–	–	0.04%	145
2015 Q1	$52.5K	Hold	1,500	–	–	0.04%	150
2014 Q4	$57.1K	Hold	1,500	–	–	0.04%	143
2014 Q3	$53.2K	Hold	1,500	–	–	0.04%	143
2014 Q2	$58.6K	Hold	1,500	–	–	0.04%	141
2014 Q1	$54.6K	Hold	1,500	–	–	0.04%	141
2013 Q4	$51.9K	Hold	1,500	–	–	0.04%	144
2013 Q3	$41.9K	Hold	1,500	–	–	0.03%	150
2013 Q2	$40.4K	Buy	+1,500	New	+$41.4K	0.03%	147

Other funds holding XYL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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 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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return