Winthrop Partners - WNY’s Xylem XYL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
$31.8K Buy
+400
New +$31.4K 0.02% 199
2018
Q4
Sell
-400
Closed -$31.9K 260
2018
Q3
$31.9K Hold
400
0.03% 195
2018
Q2
$27K Sell
400
-150
-27% -$10.9K 0.02% 216
2018
Q1
$41.6K Buy
+550
New +$40.7K 0.03% 228

Other funds holding XYL

Winthrop Partners - WNY's XYL Position: Q3 2019 in Review

Winthrop Partners - WNY opened a new position in Xylem (XYL) in Q3 2019: 400 shares worth $31.8K. The stake represents 0.02% of the portfolio and ranks #199 among its holdings. This is a return to the name: Winthrop Partners - WNY previously reported a position in XYL as recently as Q3 2018.

Winthrop Partners - WNY first reported a position in XYL in Q1 2018 and has held it in 4 quarters since. The position peaked at $41.6K in Q1 2018. 678 funds tracked by Wall St. Rank hold XYL as of Q3 2019.

  • Winthrop Partners - WNY held 400 shares of Xylem worth $31.8K as of Q3 2019.
  • Xylem was a new Winthrop Partners - WNY position in Q3 2019.
  • Xylem made up 0.02% of Winthrop Partners - WNY's portfolio in Q3 2019, its #199 holding.
  • Winthrop Partners - WNY first reported a position in Xylem in Q1 2018 and has held it in 4 quarters since.
  • Winthrop Partners - WNY's Xylem position peaked at $41.6K in Q1 2018.
  • 678 funds tracked by Wall St. Rank held Xylem as of Q3 2019.

Based on Winthrop Partners - WNY's 13F filing for Q3 2019, filed 28 Oct 2019.