TSWM
PNR icon

Triangle Securities Wealth Management’s Pentair PNR Stock Holding History

Triangle Securities 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
2013
Q3 		– Sell
-286
Closed -$11K – 312
2013
Q2 		$11K Buy
+286
New +$10.7K 0.01% 445

Other funds holding PNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Triangle Securities Wealth Management's PNR Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Pentair (PNR) in Q3 2013, closing a stake of 286 shares — an estimated $11K sold.

Triangle Securities Wealth Management first reported a position in PNR in Q2 2013 and held it in 1 quarter. The position peaked at $11K in Q2 2013. 445 funds tracked by Wall St. Rank hold PNR as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Pentair position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 286 Pentair shares in Q3 2013, an estimated $11K.
  • Triangle Securities Wealth Management first reported a position in Pentair in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Pentair position peaked at $11K in Q2 2013.
  • 445 funds tracked by Wall St. Rank held Pentair as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.