GWM
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Gupta Wealth Management’s Pentair PNR Stock Holding History

Gupta 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
2016
Q1 		$3K Sell
91
-36
-28% -$1.16K ﹤0.01% 1028
2015
Q4 		$4K Sell
127
-87
-41% -$3.18K ﹤0.01% 1051
2015
Q3 		$7K Sell
214
-188
-47% -$7.38K ﹤0.01% 995
2015
Q2 		$19K Buy
402
+234
+139% +$9.91K ﹤0.01% 749
2015
Q1 		$7K Buy
+168
New +$7.31K ﹤0.01% 829

Other funds holding PNR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Gupta Wealth Management's PNR Position: Q1 2016 in Review

Gupta Wealth Management reduced its Pentair (PNR) stake by 28% in Q1 2016, selling an estimated $1.16K and leaving 91 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Gupta Wealth Management first reported a position in PNR in Q1 2015 and has held it in 5 quarters since. The position peaked at $19K in Q2 2015. 465 funds tracked by Wall St. Rank hold PNR as of Q1 2016.

  • Gupta Wealth Management held 91 shares of Pentair worth $3K as of Q1 2016.
  • Gupta Wealth Management sold 36 Pentair shares in Q1 2016, an estimated $1.16K.
  • Pentair made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1028 holding.
  • Gupta Wealth Management first reported a position in Pentair in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Pentair position peaked at $19K in Q2 2015.
  • 465 funds tracked by Wall St. Rank held Pentair as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.