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JOYN Advisors’s Pentair PNR Stock Holding History

JOYN 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
Q1 		– Sell
-191
Closed -$7K – 1054
2018
Q4 		$7K Sell
191
-103
-35% -$4.16K ﹤0.01% 1127
2018
Q3 		$13K Buy
294
+42
+17% +$1.82K ﹤0.01% 850
2018
Q2 		$11K Buy
252
+204
+425% +$9.17K ﹤0.01% 876
2018
Q1 		$2K Buy
+48
New +$2.29K ﹤0.01% 1088

Other funds holding PNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

JOYN Advisors's PNR Position: Q1 2019 in Review

JOYN Advisors sold out of Pentair (PNR) in Q1 2019, closing a stake of 191 shares — an estimated $7K sold.

JOYN Advisors first reported a position in PNR in Q1 2018 and held it in 4 quarters. The position peaked at $13K in Q3 2018. 516 funds tracked by Wall St. Rank hold PNR as of Q1 2019.

  • JOYN Advisors reported no remaining Pentair position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 191 Pentair shares in Q1 2019, an estimated $7K.
  • JOYN Advisors first reported a position in Pentair in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Pentair position peaked at $13K in Q3 2018.
  • 516 funds tracked by Wall St. Rank held Pentair as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.