WFG Advisors’s Pentair PNR Stock Holding History

WFG Advisors’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	$71K	Buy	1,580 +831	+111%	+$36.3K	0.02%	618
2017 Q1	$32K	Sell	749 -1,017	-58%	-$40.6K	0.01%	778
2016 Q4	$66K	Buy	1,766 +438	+33%	+$17.1K	0.02%	654
2016 Q3	$57K	Buy	1,328 +1,161	+695%	+$48.9K	0.01%	674
2016 Q2	$7K	Buy	167 +149	+828%	+$5.79K	﹤0.01%	1177
2016 Q1	$1K	Hold	18	–	–	﹤0.01%	1441
2015 Q4	$1K	Hold	18	–	–	﹤0.01%	1484
2015 Q3	$1K	Hold	18	–	–	﹤0.01%	1515
2015 Q2	$1K	Buy	18 +2	+13%	+$85	﹤0.01%	1584
2015 Q1	$1K	Sell	16 -906	-98%	-$39.4K	﹤0.01%	1649
2014 Q4	$41K	Buy	+922	New	+$40.5K	0.01%	958
2014 Q2	–	Sell	-54	Closed	-$3K	–	2043
2014 Q1	$3K	Hold	54	–	–	﹤0.01%	1750
2013 Q4	$3K	Hold	54	–	–	﹤0.01%	1887
2013 Q3	$2K	Sell	54 -20	-27%	-$833	﹤0.01%	1947
2013 Q2	$3K	Buy	+74	New	+$2.77K	﹤0.01%	1783

Other funds holding PNR

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

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WFG Advisors's PNR Position: Q2 2017 in Review

WFG Advisors increased its Pentair (PNR) stake by 111% in Q2 2017, buying an estimated $36.3K and bringing the position to 1,580 shares worth $71K. The position accounts for 0.02% of the portfolio, ranked #618.

WFG Advisors first reported a position in PNR in Q2 2013 and has held it in 15 quarters since. 493 funds tracked by Wall St. Rank hold PNR as of Q2 2017.

WFG Advisors held 1,580 shares of Pentair worth $71K as of Q2 2017.
WFG Advisors bought 831 Pentair shares in Q2 2017, an estimated $36.3K.
Pentair made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #618 holding.
WFG Advisors first reported a position in Pentair in Q2 2013 and has held it in 15 quarters since.
493 funds tracked by Wall St. Rank held Pentair as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.