RIA
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Regal Investment Advisors’s Pentair PNR Stock Holding History

Regal 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
2015
Q4 		– Sell
-19
Closed – – 725
2015
Q3 		$0 Sell
19
-3,123
-99% -$123K ﹤0.01% 1091
2015
Q2 		$145K Buy
3,142
+588
+23% +$24.9K 0.04% 283
2015
Q1 		$108K Buy
2,554
+11
+0.4% +$478 0.03% 330
2014
Q4 		$113K Buy
2,543
+1,064
+72% +$46.7K 0.03% 288
2014
Q3 		$65K Buy
1,479
+1,467
+12,225% +$67.8K 0.02% 374
2014
Q2 		$1K Sell
12
-701
-98% -$35.7K ﹤0.01% 880
2014
Q1 		$38K Buy
713
+701
+5,842% +$36.6K 0.02% 393
2013
Q4 		$1K Sell
12
-1
-8% -$46 ﹤0.01% 798
2013
Q3 		$1K Hold
13
– – ﹤0.01% 839
2013
Q2 		$1K Buy
+13
New +$486 ﹤0.01% 852

Other funds holding PNR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.69B AUM 20.52% 1-Year Est. Return