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Gary Goldberg Planning Services’s Pentair PNR Stock Holding History

Gary Goldberg Planning 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
2014
Q4 		$1K Buy
+19
New +$834 ﹤0.01% 440

Other funds holding PNR

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Gary Goldberg Planning Services's PNR Position: Q4 2014 in Review

Gary Goldberg Planning Services opened a new position in Pentair (PNR) in Q4 2014: 19 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #440 among its holdings.

477 funds tracked by Wall St. Rank hold PNR as of Q4 2014.

  • Gary Goldberg Planning Services held 19 shares of Pentair worth $1K as of Q4 2014.
  • Pentair was a new Gary Goldberg Planning Services position in Q4 2014.
  • Pentair made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #440 holding.
  • 477 funds tracked by Wall St. Rank held Pentair as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.