KA
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Klingman & Associates’s Pentair PNR Stock Holding History

Klingman & Associates’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
Q4 		– Sell
-153
Closed -$7K – 262
2016
Q3 		$7K Hold
153
– – ﹤0.01% 312
2016
Q2 		$6K Hold
153
– – ﹤0.01% 325
2016
Q1 		$6K Hold
153
– – ﹤0.01% 322
2015
Q4 		$5K Hold
153
– – ﹤0.01% 335
2015
Q3 		$5K Hold
153
– – ﹤0.01% 364
2015
Q2 		$7K Hold
153
– – ﹤0.01% 329
2015
Q1 		$6K Hold
153
– – ﹤0.01% 307
2014
Q4 		$6K Buy
+153
New +$6.72K ﹤0.01% 313

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 $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return