Ecofin Advisors’s Pentair PNR Stock Holding History

Ecofin 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 Q1	–	Sell	-6,443	Closed	-$296K	–	31
2019 Q4	$296K	Sell	6,443 -16,932	-72%	-$715K	0.14%	34
2019 Q3	$884K	Hold	23,375	–	–	0.4%	32
2019 Q2	$870K	Buy	+23,375	New	+$887K	0.43%	32
2014 Q3	–	Sell	-223	Closed	-$11K	–	70
2014 Q2	$11K	Buy	+223	New	+$11.3K	﹤0.01%	53
2014 Q1	–	Sell	-223	Closed	-$12K	–	60
2013 Q4	$12K	Buy	223 +208	+1,387%	+$9.67K	﹤0.01%	34
2013 Q3	$150	Sell	15 -208	-93%	-$8.67K	﹤0.01%	47
2013 Q2	$9K	Buy	+223	New	+$8.34K	﹤0.01%	50

Other funds holding PNR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ecofin Advisors's PNR Position: Q1 2020 in Review

Ecofin Advisors sold out of Pentair (PNR) in Q1 2020, closing a stake of 6,443 shares — an estimated $296K sold.

Ecofin Advisors first reported a position in PNR in Q2 2013 and held it in 7 quarters. The position peaked at $884K in Q3 2019. 446 funds tracked by Wall St. Rank hold PNR as of Q1 2020.

Ecofin Advisors reported no remaining Pentair position as of Q1 2020 after selling out during the quarter.
Ecofin Advisors sold 6,443 Pentair shares in Q1 2020, an estimated $296K.
Ecofin Advisors first reported a position in Pentair in Q2 2013 and held it in 7 quarters.
Ecofin Advisors's Pentair position peaked at $884K in Q3 2019.
446 funds tracked by Wall St. Rank held Pentair as of Q1 2020.

Based on Ecofin Advisors's 13F filing for Q1 2020, filed 18 May 2020.