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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 – 259
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 $4.23B AUM 31.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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 $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Klingman & Associates's PNR Position: Q4 2016 in Review

Klingman & Associates sold out of Pentair (PNR) in Q4 2016, closing a stake of 153 shares — an estimated $7K sold.

Klingman & Associates first reported a position in PNR in Q4 2014 and held it in 8 quarters. The position peaked at $7K in Q3 2016. 501 funds tracked by Wall St. Rank hold PNR as of Q4 2016.

  • Klingman & Associates reported no remaining Pentair position as of Q4 2016 after selling out during the quarter.
  • Klingman & Associates sold 153 Pentair shares in Q4 2016, an estimated $7K.
  • Klingman & Associates first reported a position in Pentair in Q4 2014 and held it in 8 quarters.
  • Klingman & Associates's Pentair position peaked at $7K in Q3 2016.
  • 501 funds tracked by Wall St. Rank held Pentair as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.