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WESPAC Advisors SoCal’s Pentair PNR Stock Holding History

WESPAC Advisors SoCal’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
-200
Closed -$8K – 241
2019
Q1 		$8K Hold
200
– – ﹤0.01% 253
2018
Q4 		$7K Hold
200
– – ﹤0.01% 266
2018
Q3 		$8K Buy
+200
New +$8.68K ﹤0.01% 250
2018
Q2 		– Sell
-298
Closed -$13K – 209
2018
Q1 		$13K Buy
+298
New +$14.2K 0.01% 184
2016
Q4 		– Sell
-30
Closed -$1.28K – 281
2016
Q3 		$1.28K Buy
+30
New +$1.26K ﹤0.01% 265

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

WESPAC Advisors SoCal's PNR Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Pentair (PNR) in Q2 2019, closing a stake of 200 shares — an estimated $8K sold.

WESPAC Advisors SoCal first reported a position in PNR in Q3 2016 and held it in 5 quarters. The position peaked at $13K in Q1 2018. 455 funds tracked by Wall St. Rank hold PNR as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining Pentair position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 200 Pentair shares in Q2 2019, an estimated $8K.
  • WESPAC Advisors SoCal first reported a position in Pentair in Q3 2016 and held it in 5 quarters.
  • WESPAC Advisors SoCal's Pentair position peaked at $13K in Q1 2018.
  • 455 funds tracked by Wall St. Rank held Pentair as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.