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MinichMacGregor Wealth Management’s Pentair PNR Stock Holding History

MinichMacGregor 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
Q4 		– Sell
-7
Closed – – 387
2018
Q3 		$0 Hold
7
– – ﹤0.01% 572
2018
Q2 		$0 Sell
7
-48
-87% -$2.16K ﹤0.01% 579
2018
Q1 		$2K Buy
55
+45
+450% +$2.14K ﹤0.01% 432
2017
Q4 		$0 Hold
10
– – ﹤0.01% 518
2017
Q3 		$0 Hold
10
– – ﹤0.01% 510
2017
Q2 		$0 Hold
10
– – ﹤0.01% 509
2017
Q1 		$0 Hold
10
– – ﹤0.01% 494
2016
Q4 		$0 Hold
10
– – ﹤0.01% 493
2016
Q3 		$0 Hold
10
– – ﹤0.01% 480
2016
Q2 		$0 Hold
10
– – ﹤0.01% 465
2016
Q1 		$0 Sell
10
-166
-94% -$5.37K ﹤0.01% 474
2015
Q4 		$7K Buy
+176
New +$6.43K 0.01% 270

Other funds holding PNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MinichMacGregor Wealth Management's PNR Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Pentair (PNR) in Q4 2018, closing a stake of 7 shares.

MinichMacGregor Wealth Management first reported a position in PNR in Q4 2015 and held it in 12 quarters. The position peaked at $7K in Q4 2015. 496 funds tracked by Wall St. Rank hold PNR as of Q4 2018.

  • MinichMacGregor Wealth Management reported no remaining Pentair position as of Q4 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 7 Pentair shares in Q4 2018.
  • MinichMacGregor Wealth Management first reported a position in Pentair in Q4 2015 and held it in 12 quarters.
  • MinichMacGregor Wealth Management's Pentair position peaked at $7K in Q4 2015.
  • 496 funds tracked by Wall St. Rank held Pentair as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.