Alera Investment Advisors’s Pentair PNR Stock Holding History

Alera Investment Advisors’s Portfolio PNR Stock Details PNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-16	Closed	-$1K	–	1298
2018 Q4	$1K	Buy	+16	New	+$647	﹤0.01%	977

Other funds holding PNR

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Alera Investment Advisors's PNR Position: Q1 2019 in Review

Alera Investment Advisors sold out of Pentair (PNR) in Q1 2019, closing a stake of 16 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in PNR in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 515 funds tracked by Wall St. Rank hold PNR as of Q1 2019.

Alera Investment Advisors reported no remaining Pentair position as of Q1 2019 after selling out during the quarter.
Alera Investment Advisors sold 16 Pentair shares in Q1 2019, an estimated $1K.
Alera Investment Advisors first reported a position in Pentair in Q4 2018 and held it in 1 quarter.
Alera Investment Advisors's Pentair position peaked at $1K in Q4 2018.
515 funds tracked by Wall St. Rank held Pentair as of Q1 2019.

Based on Alera Investment Advisors's 13F filing for Q1 2019, filed 14 May 2019.