Shine Investment Advisory Services’s Pentair PNR Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$14K	Hold	314	–	–	﹤0.01%	502
2020 Q2	$12K	Hold	314	–	–	﹤0.01%	532
2020 Q1	$9K	Hold	314	–	–	﹤0.01%	532
2019 Q4	$14K	Buy	314 +27	+9%	+$1.14K	0.01%	525
2019 Q3	$11K	Hold	287	–	–	0.01%	540
2019 Q2	$11K	Hold	287	–	–	0.01%	525
2019 Q1	$13K	Hold	287	–	–	0.01%	518
2018 Q4	$11K	Hold	287	–	–	0.01%	513
2018 Q3	$12K	Hold	287	–	–	0.01%	501
2018 Q2	$12K	Sell	287 -751	-72%	-$33.8K	0.01%	506
2018 Q1	$47K	Hold	1,038	–	–	0.03%	317
2017 Q4	$49K	Buy	1,038 +43	+4%	+$2.01K	0.02%	313
2017 Q3	$45K	Hold	995	–	–	0.02%	319
2017 Q2	$44K	Buy	+995	New	+$43.5K	0.02%	300

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 $3.37T AUM 44.26% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Shine Investment Advisory Services's PNR Position: Q3 2020 in Review

Shine Investment Advisory Services held its Pentair (PNR) position steady in Q3 2020 at 314 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Shine Investment Advisory Services first reported a position in PNR in Q2 2017 and has held it in 14 quarters since. The position peaked at $49K in Q4 2017. 464 funds tracked by Wall St. Rank hold PNR as of Q3 2020.

Shine Investment Advisory Services held 314 shares of Pentair worth $14K as of Q3 2020.
Shine Investment Advisory Services left its Pentair share count unchanged in Q3 2020.
Pentair made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #502 holding.
Shine Investment Advisory Services first reported a position in Pentair in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Pentair position peaked at $49K in Q4 2017.
464 funds tracked by Wall St. Rank held Pentair as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.