WealthStone’s Pentair PNR Stock Holding History

WealthStone’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 Q3	–	Sell	-23	Closed	-$855	–	463
2019 Q2	$855	Buy	+23	New	+$872	﹤0.01%	706

Other funds holding PNR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WealthStone's PNR Position: Q3 2019 in Review

WealthStone sold out of Pentair (PNR) in Q3 2019, closing a stake of 23 shares — an estimated $855 sold.

WealthStone first reported a position in PNR in Q2 2019 and held it in 1 quarter. The position peaked at $855 in Q2 2019. 449 funds tracked by Wall St. Rank hold PNR as of Q3 2019.

WealthStone reported no remaining Pentair position as of Q3 2019 after selling out during the quarter.
WealthStone sold 23 Pentair shares in Q3 2019, an estimated $855.
WealthStone first reported a position in Pentair in Q2 2019 and held it in 1 quarter.
WealthStone's Pentair position peaked at $855 in Q2 2019.
449 funds tracked by Wall St. Rank held Pentair as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.