Clear Perspective Advisors’s Pentair PNR Stock Holding History

Clear Perspective 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
2018 Q2	–	Sell	-67	Closed	-$3K	–	507
2018 Q1	$3K	Buy	+67	New	+$3.19K	﹤0.01%	439

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clear Perspective Advisors's PNR Position: Q2 2018 in Review

Clear Perspective Advisors sold out of Pentair (PNR) in Q2 2018, closing a stake of 67 shares — an estimated $3K sold.

Clear Perspective Advisors first reported a position in PNR in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 512 funds tracked by Wall St. Rank hold PNR as of Q2 2018.

Clear Perspective Advisors reported no remaining Pentair position as of Q2 2018 after selling out during the quarter.
Clear Perspective Advisors sold 67 Pentair shares in Q2 2018, an estimated $3K.
Clear Perspective Advisors first reported a position in Pentair in Q1 2018 and held it in 1 quarter.
Clear Perspective Advisors's Pentair position peaked at $3K in Q1 2018.
512 funds tracked by Wall St. Rank held Pentair as of Q2 2018.

Based on Clear Perspective Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.