CWSR
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Chessman Wealth Strategies RIA’s Pentair PNR Stock Holding History

Chessman Wealth Strategies RIA’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
2018
Q4 		– Sell
-100
Closed -$4K – 136
2018
Q3 		$4K Buy
+100
New +$4.34K ﹤0.01% 163

Other funds holding PNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Chessman Wealth Strategies RIA's PNR Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Pentair (PNR) in Q4 2018, closing a stake of 100 shares — an estimated $4K sold.

Chessman Wealth Strategies RIA first reported a position in PNR in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 497 funds tracked by Wall St. Rank hold PNR as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Pentair position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 100 Pentair shares in Q4 2018, an estimated $4K.
  • Chessman Wealth Strategies RIA first reported a position in Pentair in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Pentair position peaked at $4K in Q3 2018.
  • 497 funds tracked by Wall St. Rank held Pentair as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.