LifePlan Financial Group’s Pentair PNR Stock Holding History

LifePlan Financial Group’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 Q2	–	Sell	-5	Closed	–	–	562
2019 Q1	$0	Buy	+5	New	+$208	﹤0.01%	561
2014 Q2	–	Sell	-25	Closed	-$1K	–	175
2014 Q1	$1K	Hold	25	–	–	﹤0.01%	245
2013 Q4	$1K	Hold	25	–	–	﹤0.01%	228
2013 Q3	$1K	Hold	25	–	–	﹤0.01%	207
2013 Q2	$1K	Buy	+25	New	+$935	﹤0.01%	190

Other funds holding PNR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LifePlan Financial Group's PNR Position: Q2 2019 in Review

LifePlan Financial Group sold out of Pentair (PNR) in Q2 2019, closing a stake of 5 shares.

LifePlan Financial Group first reported a position in PNR in Q2 2013 and held it in 5 quarters. The position peaked at $1K in Q1 2014. 455 funds tracked by Wall St. Rank hold PNR as of Q2 2019.

LifePlan Financial Group reported no remaining Pentair position as of Q2 2019 after selling out during the quarter.
LifePlan Financial Group sold 5 Pentair shares in Q2 2019.
LifePlan Financial Group first reported a position in Pentair in Q2 2013 and held it in 5 quarters.
LifePlan Financial Group's Pentair position peaked at $1K in Q1 2014.
455 funds tracked by Wall St. Rank held Pentair as of Q2 2019.

Based on LifePlan Financial Group's 13F filing for Q2 2019, filed 15 Jul 2019.