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IHT Wealth Management’s Pentair PNR Stock Holding History

IHT 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
2018
Q2 		– Sell
-30
Closed -$1K – 1099
2018
Q1 		$1K Sell
30
-36
-55% -$1.71K ﹤0.01% 1617
2017
Q4 		$3K Buy
66
+14
+27% +$654 ﹤0.01% 1437
2017
Q3 		$2K Buy
52
+36
+225% +$1.55K ﹤0.01% 1229
2017
Q2 		$35K Hold
16
– – 0.02% 618
2017
Q1 		$1K Hold
16
– – ﹤0.01% 1200
2016
Q4 		$1K Buy
+16
New +$624 ﹤0.01% 1143

Other funds holding PNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IHT Wealth Management's PNR Position: Q2 2018 in Review

IHT Wealth Management sold out of Pentair (PNR) in Q2 2018, closing a stake of 30 shares — an estimated $1K sold.

IHT Wealth Management first reported a position in PNR in Q4 2016 and held it in 6 quarters. The position peaked at $35K in Q2 2017. 513 funds tracked by Wall St. Rank hold PNR as of Q2 2018.

  • IHT Wealth Management reported no remaining Pentair position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 30 Pentair shares in Q2 2018, an estimated $1K.
  • IHT Wealth Management first reported a position in Pentair in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Pentair position peaked at $35K in Q2 2017.
  • 513 funds tracked by Wall St. Rank held Pentair as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.