Aris Wealth Services’s Pentair PNR Stock Holding History

Aris Wealth Services’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
2015 Q3	–	Sell	-83	Closed	-$4K	–	472
2015 Q2	$4K	Sell	83 -237	-74%	-$10K	﹤0.01%	429
2015 Q1	$14K	Buy	+320	New	+$13.9K	0.01%	337

Other funds holding PNR

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

Aris Wealth Services's PNR Position: Q3 2015 in Review

Aris Wealth Services sold out of Pentair (PNR) in Q3 2015, closing a stake of 83 shares — an estimated $4K sold.

Aris Wealth Services first reported a position in PNR in Q1 2015 and held it in 2 quarters. The position peaked at $14K in Q1 2015. 450 funds tracked by Wall St. Rank hold PNR as of Q3 2015.

Aris Wealth Services reported no remaining Pentair position as of Q3 2015 after selling out during the quarter.
Aris Wealth Services sold 83 Pentair shares in Q3 2015, an estimated $4K.
Aris Wealth Services first reported a position in Pentair in Q1 2015 and held it in 2 quarters.
Aris Wealth Services's Pentair position peaked at $14K in Q1 2015.
450 funds tracked by Wall St. Rank held Pentair as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.