YorkBridge Wealth Partners’s Xylem XYL Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-1,775	Closed	-$148K	–	667
2019 Q2	$148K	Sell	1,775 -11	-0.6%	-$876	0.07%	229
2019 Q1	$141K	Buy	1,786 +34	+2%	+$2.48K	0.07%	222
2018 Q4	$117K	Sell	1,752 -12	-0.7%	-$830	0.06%	222
2018 Q3	$142K	Sell	1,764 -18	-1%	-$1.34K	0.07%	225
2018 Q2	$120K	Buy	+1,782	New	+$129K	0.05%	261

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 $3.38T AUM 44.17% 1-Year Est. Return

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

PAMU

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

YorkBridge Wealth Partners's XYL Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Xylem (XYL) in Q3 2019, closing a stake of 1,775 shares — an estimated $148K sold.

YorkBridge Wealth Partners first reported a position in XYL in Q2 2018 and held it in 5 quarters. The position peaked at $148K in Q2 2019. 678 funds tracked by Wall St. Rank hold XYL as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Xylem position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,775 Xylem shares in Q3 2019, an estimated $148K.
YorkBridge Wealth Partners first reported a position in Xylem in Q2 2018 and held it in 5 quarters.
YorkBridge Wealth Partners's Xylem position peaked at $148K in Q2 2019.
678 funds tracked by Wall St. Rank held Xylem as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.