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 $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

West Oak Capital's XYL Position: Q1 2017 in Review

West Oak Capital sold out of Xylem (XYL) in Q1 2017, closing a stake of 1,500 shares — an estimated $74.3K sold.

West Oak Capital first reported a position in XYL in Q2 2013 and held it in 15 quarters. The position peaked at $78.7K in Q3 2016. 547 funds tracked by Wall St. Rank hold XYL as of Q1 2017.

West Oak Capital reported no remaining Xylem position as of Q1 2017 after selling out during the quarter.
West Oak Capital sold 1,500 Xylem shares in Q1 2017, an estimated $74.3K.
West Oak Capital first reported a position in Xylem in Q2 2013 and held it in 15 quarters.
West Oak Capital's Xylem position peaked at $78.7K in Q3 2016.
547 funds tracked by Wall St. Rank held Xylem as of Q1 2017.

Based on West Oak Capital's 13F filing for Q1 2017, filed 6 Apr 2017.