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WealthPLAN Partners’s Pentair PNR Stock Holding History

WealthPLAN Partners’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
Q2 		– Sell
-7
Closed -$312 – 356
2017
Q1 		$312 Buy
+7
New +$280 ﹤0.01% 449
2016
Q3 		$79.8K Sell
1,910
-1,927
-50% -$81.2K 0.03% 260
2016
Q2 		$75.5K Buy
+3,837
New +$149K 0.01% 721
2015
Q4 		$545 Buy
+16
New +$585 ﹤0.01% 1580
2015
Q2 		– Sell
-16
Closed -$1K – 489
2015
Q1 		$1K Buy
+16
New +$696 ﹤0.01% 518

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 $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return