Whitney & Co’s Xylem XYL Stock Holding History

Whitney & Co’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
2018 Q4	–	Sell	-225	Closed	-$16K	–	481
2018 Q3	$16K	Buy	+225	New	+$16.8K	﹤0.01%	278

Other funds holding XYL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Whitney & Co's XYL Position: Q4 2018 in Review

Whitney & Co sold out of Xylem (XYL) in Q4 2018, closing a stake of 225 shares — an estimated $16K sold.

Whitney & Co first reported a position in XYL in Q3 2018 and held it in 1 quarter. The position peaked at $16K in Q3 2018. 644 funds tracked by Wall St. Rank hold XYL as of Q4 2018.

Whitney & Co reported no remaining Xylem position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 225 Xylem shares in Q4 2018, an estimated $16K.
Whitney & Co first reported a position in Xylem in Q3 2018 and held it in 1 quarter.
Whitney & Co's Xylem position peaked at $16K in Q3 2018.
644 funds tracked by Wall St. Rank held Xylem as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.