WFG Advisors’s Xylem XYL Stock Holding History

WFG Advisors’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	-5,335	Closed	-$264K	–	1684
2016 Q4	$264K	Buy	5,335 +250	+5%	+$12.7K	0.06%	304
2016 Q3	$267K	Buy	5,085 +1	+0%	+$49	0.07%	297
2016 Q2	$227K	Buy	5,084 +1,201	+31%	+$52.2K	0.06%	300
2016 Q1	$159K	Sell	3,883 -294	-7%	-$10.8K	0.05%	358
2015 Q4	$152K	Hold	4,177	–	–	0.05%	360
2015 Q3	$137K	Sell	4,177 -151	-3%	-$5.08K	0.04%	380
2015 Q2	$160K	Buy	4,328 +175	+4%	+$6.37K	0.04%	401
2015 Q1	$145K	Sell	4,153 -224	-5%	-$7.9K	0.04%	433
2014 Q4	$167K	Buy	4,377 +2,977	+213%	+$109K	0.03%	487
2014 Q3	$50K	Buy	+1,400	New	+$52K	0.01%	922
2014 Q2	–	Sell	-69	Closed	-$3K	–	2083
2014 Q1	$3K	Hold	69	–	–	﹤0.01%	1763
2013 Q4	$2K	Sell	69 -300	-81%	-$9.65K	﹤0.01%	1995
2013 Q3	$10K	Buy	369 +1	+0.3%	+$27	﹤0.01%	1533
2013 Q2	$10K	Buy	+368	New	+$10.2K	﹤0.01%	1463

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