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Holistic Financial Partners’s Pentair PNR Stock Holding History

Holistic Financial Partners’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
-1,120
Closed -$51K – 274
2018
Q1 		$51K Hold
1,120
– – 0.04% 195
2017
Q4 		$53K Buy
+1,120
New +$52.4K 0.04% 193

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Holistic Financial Partners's PNR Position: Q2 2018 in Review

Holistic Financial Partners sold out of Pentair (PNR) in Q2 2018, closing a stake of 1,120 shares — an estimated $51K sold.

Holistic Financial Partners first reported a position in PNR in Q4 2017 and held it in 2 quarters. The position peaked at $53K in Q4 2017. 512 funds tracked by Wall St. Rank hold PNR as of Q2 2018.

  • Holistic Financial Partners reported no remaining Pentair position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 1,120 Pentair shares in Q2 2018, an estimated $51K.
  • Holistic Financial Partners first reported a position in Pentair in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Pentair position peaked at $53K in Q4 2017.
  • 512 funds tracked by Wall St. Rank held Pentair as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.