Nelson Capital Management’s Pentair PNR Stock Holding History

Nelson Capital 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
2019 Q4	–	Sell	-5	Closed	–	–	242
2019 Q3	$0	Buy	+5	New	+$186	﹤0.01%	338

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

Nelson Capital Management's PNR Position: Q4 2019 in Review

Nelson Capital Management sold out of Pentair (PNR) in Q4 2019, closing a stake of 5 shares.

Nelson Capital Management first reported a position in PNR in Q3 2019 and held it in 1 quarter. The position peaked at $0 in Q3 2019. 483 funds tracked by Wall St. Rank hold PNR as of Q4 2019.

Nelson Capital Management reported no remaining Pentair position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 5 Pentair shares in Q4 2019.
Nelson Capital Management first reported a position in Pentair in Q3 2019 and held it in 1 quarter.
Nelson Capital Management's Pentair position peaked at $0 in Q3 2019.
483 funds tracked by Wall St. Rank held Pentair as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.