New Potomac Partners’s Pentair PNR Stock Holding History

New Potomac Partners’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	-21	Closed	-$1K	–	148
2018 Q2	$1K	Sell	21 -10	-32%	-$449	﹤0.01%	146
2018 Q1	$1K	Hold	31	–	–	﹤0.01%	147
2017 Q4	$1K	Buy	+31	New	+$1.45K	﹤0.01%	147

Other funds holding PNR

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

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

New Potomac Partners's PNR Position: Q3 2018 in Review

New Potomac Partners sold out of Pentair (PNR) in Q3 2018, closing a stake of 21 shares — an estimated $1K sold.

New Potomac Partners first reported a position in PNR in Q4 2017 and held it in 3 quarters. The position peaked at $1K in Q2 2018. 505 funds tracked by Wall St. Rank hold PNR as of Q3 2018.

New Potomac Partners reported no remaining Pentair position as of Q3 2018 after selling out during the quarter.
New Potomac Partners sold 21 Pentair shares in Q3 2018, an estimated $1K.
New Potomac Partners first reported a position in Pentair in Q4 2017 and held it in 3 quarters.
New Potomac Partners's Pentair position peaked at $1K in Q2 2018.
505 funds tracked by Wall St. Rank held Pentair as of Q3 2018.

Based on New Potomac Partners's 13F filing for Q3 2018, filed 23 Oct 2018.