Clean Yield Group’s Pentair PNR Stock Holding History

Clean Yield Group’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	-543	Closed	-$23K	–	235
2017 Q1	$23K	Buy	+543	New	+$21.7K	0.01%	244
2016 Q4	–	Sell	-916	Closed	-$40K	–	242
2016 Q3	$40K	Hold	916	–	–	0.02%	196
2016 Q2	$36K	Hold	916	–	–	0.02%	196
2016 Q1	$34K	Buy	+916	New	+$29.6K	0.02%	192
2015 Q2	–	Sell	-1,124	Closed	-$47K	–	247
2015 Q1	$47K	Buy	+1,124	New	+$48.9K	0.02%	184

Other funds holding PNR

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

Clean Yield Group's PNR Position: Q2 2017 in Review

Clean Yield Group sold out of Pentair (PNR) in Q2 2017, closing a stake of 543 shares — an estimated $23K sold.

Clean Yield Group first reported a position in PNR in Q1 2015 and held it in 5 quarters. The position peaked at $47K in Q1 2015. 492 funds tracked by Wall St. Rank hold PNR as of Q2 2017.

Clean Yield Group reported no remaining Pentair position as of Q2 2017 after selling out during the quarter.
Clean Yield Group sold 543 Pentair shares in Q2 2017, an estimated $23K.
Clean Yield Group first reported a position in Pentair in Q1 2015 and held it in 5 quarters.
Clean Yield Group's Pentair position peaked at $47K in Q1 2015.
492 funds tracked by Wall St. Rank held Pentair as of Q2 2017.

Based on Clean Yield Group's 13F filing for Q2 2017, filed 17 Jul 2017.