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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 – 1605
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

Other funds holding PNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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 $121B AUM 27.52% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PNR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Pentair (PNR) in Q2 2019, closing a stake of 585 shares — an estimated $26K sold.

Wealthspire Advisors (Maryland) first reported a position in PNR in Q4 2015 and held it in 14 quarters. The position peaked at $173K in Q4 2017. 455 funds tracked by Wall St. Rank hold PNR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Pentair position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 585 Pentair shares in Q2 2019, an estimated $26K.
  • Wealthspire Advisors (Maryland) first reported a position in Pentair in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Pentair position peaked at $173K in Q4 2017.
  • 455 funds tracked by Wall St. Rank held Pentair as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.