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Tiedemann Advisors’s Pentair PNR Stock Holding History

Tiedemann 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
2017
Q4 		– Sell
-8,797
Closed -$379K – 314
2017
Q3 		$379K Sell
8,797
-3,250
-27% -$140K 0.03% 253
2017
Q2 		$538K Buy
12,047
+318
+3% +$13.9K 0.04% 308
2017
Q1 		$495K Buy
11,729
+2,070
+21% +$82.7K 0.04% 278
2016
Q4 		$364K Buy
+9,659
New +$377K 0.04% 245

Other funds holding PNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

Tiedemann Advisors's PNR Position: Q4 2017 in Review

Tiedemann Advisors sold out of Pentair (PNR) in Q4 2017, closing a stake of 8,797 shares — an estimated $379K sold.

Tiedemann Advisors first reported a position in PNR in Q4 2016 and held it in 4 quarters. The position peaked at $538K in Q2 2017. 557 funds tracked by Wall St. Rank hold PNR as of Q4 2017.

  • Tiedemann Advisors reported no remaining Pentair position as of Q4 2017 after selling out during the quarter.
  • Tiedemann Advisors sold 8,797 Pentair shares in Q4 2017, an estimated $379K.
  • Tiedemann Advisors first reported a position in Pentair in Q4 2016 and held it in 4 quarters.
  • Tiedemann Advisors's Pentair position peaked at $538K in Q2 2017.
  • 557 funds tracked by Wall St. Rank held Pentair as of Q4 2017.

Based on Tiedemann Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.