HCR Wealth Advisors’s Pentair PNR Stock Holding History

HCR Wealth 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
2019 Q2	–	Sell	-18,354	Closed	-$1.86M	–	177
2019 Q1	$1.86M	Buy	+18,354	New	+$764K	0.54%	39

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 $3.38T AUM 44.17% 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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

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

HCR Wealth Advisors's PNR Position: Q2 2019 in Review

HCR Wealth Advisors sold out of Pentair (PNR) in Q2 2019, closing a stake of 18,354 shares — an estimated $1.86M sold.

HCR Wealth Advisors first reported a position in PNR in Q1 2019 and held it in 1 quarter. The position peaked at $1.86M in Q1 2019. 455 funds tracked by Wall St. Rank hold PNR as of Q2 2019.

HCR Wealth Advisors reported no remaining Pentair position as of Q2 2019 after selling out during the quarter.
HCR Wealth Advisors sold 18,354 Pentair shares in Q2 2019, an estimated $1.86M.
HCR Wealth Advisors first reported a position in Pentair in Q1 2019 and held it in 1 quarter.
HCR Wealth Advisors's Pentair position peaked at $1.86M in Q1 2019.
455 funds tracked by Wall St. Rank held Pentair as of Q2 2019.

Based on HCR Wealth Advisors's 13F filing for Q2 2019, filed 25 Jul 2019.