PRW Wealth Management’s Pentair PNR Stock Holding History

PRW 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
2019 Q2	–	Sell	-53	Closed	-$2K	–	508
2019 Q1	$2K	Hold	53	–	–	﹤0.01%	519
2018 Q4	$2K	Buy	+53	New	+$2.14K	﹤0.01%	519

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

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

PRW Wealth Management's PNR Position: Q2 2019 in Review

PRW Wealth Management sold out of Pentair (PNR) in Q2 2019, closing a stake of 53 shares — an estimated $2K sold.

PRW Wealth Management first reported a position in PNR in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 455 funds tracked by Wall St. Rank hold PNR as of Q2 2019.

PRW Wealth Management reported no remaining Pentair position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 53 Pentair shares in Q2 2019, an estimated $2K.
PRW Wealth Management first reported a position in Pentair in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Pentair position peaked at $2K in Q1 2019.
455 funds tracked by Wall St. Rank held Pentair as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.