EWM
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Executive Wealth Management’s Pentair PNR Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-537
Closed -$20K – 600
2019
Q2 		$20K Buy
+537
New +$20.4K ﹤0.01% 473
2019
Q1 		– Sell
-9
Closed – – 911
2018
Q4 		$0 Buy
+9
New +$364 ﹤0.01% 903

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 $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Executive Wealth Management's PNR Position: Q3 2019 in Review

Executive Wealth Management sold out of Pentair (PNR) in Q3 2019, closing a stake of 537 shares — an estimated $20K sold.

Executive Wealth Management first reported a position in PNR in Q4 2018 and held it in 2 quarters. The position peaked at $20K in Q2 2019. 449 funds tracked by Wall St. Rank hold PNR as of Q3 2019.

  • Executive Wealth Management reported no remaining Pentair position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 537 Pentair shares in Q3 2019, an estimated $20K.
  • Executive Wealth Management first reported a position in Pentair in Q4 2018 and held it in 2 quarters.
  • Executive Wealth Management's Pentair position peaked at $20K in Q2 2019.
  • 449 funds tracked by Wall St. Rank held Pentair as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.