Burt Wealth Advisors’s Pentair PNR Stock Holding History

Burt Wealth 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
2020 Q4	–	Sell	-2	Closed	–	–	414
2020 Q3	$0	Buy	+2	New	+$87	﹤0.01%	430
2018 Q2	–	Sell	-42	Closed	-$2K	–	386
2018 Q1	$2K	Hold	42	–	–	﹤0.01%	355
2017 Q4	$2K	Hold	42	–	–	﹤0.01%	348
2017 Q3	$2K	Hold	42	–	–	﹤0.01%	328
2017 Q2	$1K	Hold	42	–	–	﹤0.01%	390
2017 Q1	$2K	Hold	42	–	–	﹤0.01%	325
2016 Q4	$2K	Hold	42	–	–	﹤0.01%	353
2016 Q3	$1K	Hold	42	–	–	﹤0.01%	381
2016 Q2	$1K	Hold	42	–	–	﹤0.01%	391
2016 Q1	$2K	Hold	42	–	–	﹤0.01%	457
2015 Q4	$1K	Hold	42	–	–	﹤0.01%	502
2015 Q3	$1K	Hold	42	–	–	﹤0.01%	373
2015 Q2	$2K	Hold	42	–	–	﹤0.01%	351
2015 Q1	$2K	Hold	42	–	–	﹤0.01%	321
2014 Q4	$2K	Buy	+42	New	+$1.84K	﹤0.01%	309

Other funds holding PNR

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Impax Asset Management Group

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Franklin Resources

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

Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return