WAM
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Wealthspire Advisors (Maryland)’s Pentair PNR Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-585
Closed -$26K – 1640
2019
Q1 		$26K Buy
585
+51
+10% +$2.12K ﹤0.01% 1172
2018
Q4 		$20K Sell
534
-13
-2% -$525 ﹤0.01% 1207
2018
Q3 		$24K Sell
547
-1,309
-71% -$56.8K ﹤0.01% 1233
2018
Q2 		$78K Sell
1,856
-905
-33% -$40.7K 0.01% 807
2018
Q1 		$126K Sell
2,761
-881
-24% -$41.9K 0.01% 623
2017
Q4 		$173K Sell
3,642
-149
-4% -$6.96K 0.02% 540
2017
Q3 		$173K Buy
3,791
+338
+10% +$14.5K 0.02% 524
2017
Q2 		$154K Sell
3,453
-479
-12% -$20.9K 0.02% 542
2017
Q1 		$166K Buy
3,932
+233
+6% +$9.31K 0.02% 451
2016
Q4 		$139K Buy
3,699
+3,362
+998% +$131K 0.02% 482
2016
Q3 		$15K Hold
337
– – ﹤0.01% 1143
2016
Q2 		$13K Buy
337
+29
+9% +$1.13K ﹤0.01% 1137
2016
Q1 		$11K Buy
308
+82
+36% +$2.65K ﹤0.01% 1162
2015
Q4 		$8K Buy
+226
New +$8.26K ﹤0.01% 1254

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State Street
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Parnassus Investments
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Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return