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Moneta Group Investment Advisors’s Pentair PNR Stock Holding History

Moneta Group Investment 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
2018
Q3 		– Sell
-5,270
Closed -$222K – 332
2018
Q2 		$222K Sell
5,270
-492
-9% -$22.1K 0.02% 237
2018
Q1 		$264K Buy
5,762
+1,005
+21% +$47.8K 0.04% 169
2017
Q4 		$226K Sell
4,757
-119
-2% -$5.56K 0.03% 181
2017
Q3 		$223K Sell
4,876
-28,500
-85% -$1.22M 0.03% 184
2017
Q2 		$1.49M Buy
+33,376
New +$1.46M 0.24% 66
2016
Q3 		– Sell
-19,729
Closed -$772K – 154
2016
Q2 		$772K Buy
+19,729
New +$767K 0.17% 84

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
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Moneta Group Investment Advisors's PNR Position: Q3 2018 in Review

Moneta Group Investment Advisors sold out of Pentair (PNR) in Q3 2018, closing a stake of 5,270 shares — an estimated $222K sold.

Moneta Group Investment Advisors first reported a position in PNR in Q2 2016 and held it in 6 quarters. The position peaked at $1.49M in Q2 2017. 505 funds tracked by Wall St. Rank hold PNR as of Q3 2018.

  • Moneta Group Investment Advisors reported no remaining Pentair position as of Q3 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 5,270 Pentair shares in Q3 2018, an estimated $222K.
  • Moneta Group Investment Advisors first reported a position in Pentair in Q2 2016 and held it in 6 quarters.
  • Moneta Group Investment Advisors's Pentair position peaked at $1.49M in Q2 2017.
  • 505 funds tracked by Wall St. Rank held Pentair as of Q3 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.