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Wealthfront’s Pentair PNR Stock Holding History

Wealthfront’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
2018
Q2 		– Sell
-5,024
Closed -$230K – 516
2018
Q1 		$230K Buy
5,024
+234
+5% +$11.1K ﹤0.01% 475
2017
Q4 		$227K Buy
4,790
+82
+2% +$3.83K ﹤0.01% 475
2017
Q3 		$215K Sell
4,708
-1,084
-19% -$46.6K ﹤0.01% 480
2017
Q2 		$259K Buy
5,792
+938
+19% +$41K ﹤0.01% 400
2017
Q1 		$205K Buy
+4,854
New +$194K ﹤0.01% 422
2015
Q4 		– Sell
-2,912
Closed -$100K – 851
2015
Q3 		$100K Buy
2,912
+564
+24% +$22.2K ﹤0.01% 412
2015
Q2 		$108K Buy
2,348
+89
+4% +$3.77K ﹤0.01% 387
2015
Q1 		$95K Buy
2,259
+819
+57% +$35.6K ﹤0.01% 391
2014
Q4 		$64K Sell
1,440
-788
-35% -$34.6K ﹤0.01% 439
2014
Q3 		$98K Buy
2,228
+1,656
+290% +$76.6K 0.01% 287
2014
Q2 		$28K Sell
572
-371
-39% -$18.9K ﹤0.01% 460
2014
Q1 		$51K Buy
+943
New +$49.2K 0.01% 263

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 $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront's PNR Position: Q2 2018 in Review

Wealthfront sold out of Pentair (PNR) in Q2 2018, closing a stake of 5,024 shares — an estimated $230K sold.

Wealthfront first reported a position in PNR in Q1 2014 and held it in 12 quarters. The position peaked at $259K in Q2 2017. 513 funds tracked by Wall St. Rank hold PNR as of Q2 2018.

  • Wealthfront reported no remaining Pentair position as of Q2 2018 after selling out during the quarter.
  • Wealthfront sold 5,024 Pentair shares in Q2 2018, an estimated $230K.
  • Wealthfront first reported a position in Pentair in Q1 2014 and held it in 12 quarters.
  • Wealthfront's Pentair position peaked at $259K in Q2 2017.
  • 513 funds tracked by Wall St. Rank held Pentair as of Q2 2018.

Based on Wealthfront's 13F filing for Q2 2018, filed 10 Aug 2018.