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Winch Advisory Services’s Xylem XYL Stock Holding History

Winch Advisory Services’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
Q2 		– Sell
-446
Closed -$16K – 297
2014
Q1 		$16K Buy
+446
New +$16.3K 0.01% 147

Other funds holding XYL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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 $3.38T AUM 44.17% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 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 $11.1B AUM 41.79% 1-Year Est. Return

Winch Advisory Services's XYL Position: Q2 2014 in Review

Winch Advisory Services sold out of Xylem (XYL) in Q2 2014, closing a stake of 446 shares — an estimated $16K sold.

Winch Advisory Services first reported a position in XYL in Q1 2014 and held it in 1 quarter. The position peaked at $16K in Q1 2014. 445 funds tracked by Wall St. Rank hold XYL as of Q2 2014.

  • Winch Advisory Services reported no remaining Xylem position as of Q2 2014 after selling out during the quarter.
  • Winch Advisory Services sold 446 Xylem shares in Q2 2014, an estimated $16K.
  • Winch Advisory Services first reported a position in Xylem in Q1 2014 and held it in 1 quarter.
  • Winch Advisory Services's Xylem position peaked at $16K in Q1 2014.
  • 445 funds tracked by Wall St. Rank held Xylem as of Q2 2014.

Based on Winch Advisory Services's 13F filing for Q2 2014, filed 15 Aug 2014.