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OneDigital Investment Advisors’s Pentair PNR Stock Holding History

OneDigital 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
2019
Q3 		– Sell
-2
Closed – – 1001
2019
Q2 		$0 Hold
2
– – ﹤0.01% 1256
2019
Q1 		$0 Sell
2
-137
-99% -$5.71K ﹤0.01% 1178
2018
Q4 		$5K Buy
+139
New +$5.62K ﹤0.01% 955
2018
Q3 		– Sell
-139
Closed -$6K – 1156
2018
Q2 		$6K Sell
139
-65
-32% -$2.92K ﹤0.01% 1146
2018
Q1 		$9K Hold
204
– – ﹤0.01% 1056
2017
Q4 		$10K Hold
204
– – ﹤0.01% 969
2017
Q3 		$9K Hold
204
– – ﹤0.01% 823
2017
Q2 		$9K Buy
+204
New +$8.91K ﹤0.01% 962

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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

OneDigital Investment Advisors's PNR Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Pentair (PNR) in Q3 2019, closing a stake of 2 shares.

OneDigital Investment Advisors first reported a position in PNR in Q2 2017 and held it in 8 quarters. The position peaked at $10K in Q4 2017. 449 funds tracked by Wall St. Rank hold PNR as of Q3 2019.

  • OneDigital Investment Advisors reported no remaining Pentair position as of Q3 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 2 Pentair shares in Q3 2019.
  • OneDigital Investment Advisors first reported a position in Pentair in Q2 2017 and held it in 8 quarters.
  • OneDigital Investment Advisors's Pentair position peaked at $10K in Q4 2017.
  • 449 funds tracked by Wall St. Rank held Pentair as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.