Apriem Advisors’s Pentair PNR Stock Holding History

Apriem 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
2017 Q2	–	Sell	-12	Closed	-$1K	–	436
2017 Q1	$1K	Hold	12	–	–	﹤0.01%	639
2016 Q4	$0	Hold	12	–	–	﹤0.01%	734
2016 Q3	$1K	Hold	12	–	–	﹤0.01%	570
2016 Q2	$0	Hold	12	–	–	﹤0.01%	629
2016 Q1	$0	Hold	12	–	–	﹤0.01%	608
2015 Q4	$0	Hold	12	–	–	﹤0.01%	561
2015 Q3	$0	Hold	12	–	–	﹤0.01%	582
2015 Q2	$1K	Hold	12	–	–	﹤0.01%	605
2015 Q1	$1K	Hold	12	–	–	﹤0.01%	540
2014 Q4	$1K	Hold	12	–	–	﹤0.01%	501
2014 Q3	$1K	Hold	12	–	–	﹤0.01%	505
2014 Q2	$1K	Hold	12	–	–	﹤0.01%	462
2014 Q1	$1K	Hold	12	–	–	﹤0.01%	476
2013 Q4	$1K	Hold	12	–	–	﹤0.01%	486
2013 Q3	$1K	Hold	12	–	–	﹤0.01%	482
2013 Q2	$0	Buy	+12	New	+$449	﹤0.01%	475

Other funds holding PNR

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

TFM

Trian Fund Management New York $4.23B AUM 31.93% 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 $3.37T AUM 44.26% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Apriem Advisors's PNR Position: Q2 2017 in Review

Apriem Advisors sold out of Pentair (PNR) in Q2 2017, closing a stake of 12 shares — an estimated $1K sold.

Apriem Advisors first reported a position in PNR in Q2 2013 and held it in 16 quarters. The position peaked at $1K in Q1 2017. 493 funds tracked by Wall St. Rank hold PNR as of Q2 2017.

Apriem Advisors reported no remaining Pentair position as of Q2 2017 after selling out during the quarter.
Apriem Advisors sold 12 Pentair shares in Q2 2017, an estimated $1K.
Apriem Advisors first reported a position in Pentair in Q2 2013 and held it in 16 quarters.
Apriem Advisors's Pentair position peaked at $1K in Q1 2017.
493 funds tracked by Wall St. Rank held Pentair as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.