FPFS
PNR icon

First Personal Financial Services’s Pentair PNR Stock Holding History

First Personal Financial Services’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
-1,598
Closed -$73K – 872
2018
Q1 		$73K Sell
1,598
-1,970
-55% -$93.8K 0.02% 361
2017
Q4 		$169K Sell
3,568
-1,046
-23% -$48.9K 0.03% 260
2017
Q3 		$211K Hold
4,614
– – 0.04% 213
2017
Q2 		$206K Buy
4,614
+1,627
+54% +$71.1K 0.05% 214
2017
Q1 		$126K Buy
2,987
+447
+18% +$17.9K 0.03% 258
2016
Q4 		$96K Buy
+2,540
New +$99.1K 0.03% 285
2015
Q4 		– Sell
-28
Closed -$1K – 471
2015
Q3 		$1K Hold
28
– – ﹤0.01% 444
2015
Q2 		$2K Sell
28
-24
-46% -$1.02K ﹤0.01% 405
2015
Q1 		$3K Hold
52
– – ﹤0.01% 390
2014
Q4 		$2K Buy
+52
New +$2.28K ﹤0.01% 374

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Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return