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YorkBridge Wealth Partners’s Pentair PNR Stock Holding History

YorkBridge Wealth Partners’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
-630
Closed -$23K – 522
2019
Q2 		$23K Buy
630
+44
+8% +$1.67K 0.01% 459
2019
Q1 		$26K Buy
586
+57
+11% +$2.37K 0.01% 430
2018
Q4 		$20K Sell
529
-256
-33% -$10.3K 0.01% 464
2018
Q3 		$34K Sell
785
-66
-8% -$2.86K 0.02% 403
2018
Q2 		$36K Sell
851
-2,361
-74% -$106K 0.02% 402
2018
Q1 		$151K Buy
3,212
+227
+8% +$10.8K 0.07% 211
2017
Q4 		$137K Buy
2,985
+559
+23% +$26.1K 0.07% 228
2017
Q3 		$111K Sell
2,426
-297
-11% -$12.8K 0.06% 252
2017
Q2 		$123K Buy
2,723
+165
+6% +$7.21K 0.07% 230
2017
Q1 		$111K Sell
2,558
-15
-0.6% -$599 0.06% 241
2016
Q4 		$100K Buy
+2,573
New +$100K 0.06% 241

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ClearBridge Investments
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

YorkBridge Wealth Partners's PNR Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Pentair (PNR) in Q3 2019, closing a stake of 630 shares — an estimated $23K sold.

YorkBridge Wealth Partners first reported a position in PNR in Q4 2016 and held it in 11 quarters. The position peaked at $151K in Q1 2018. 449 funds tracked by Wall St. Rank hold PNR as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Pentair position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 630 Pentair shares in Q3 2019, an estimated $23K.
  • YorkBridge Wealth Partners first reported a position in Pentair in Q4 2016 and held it in 11 quarters.
  • YorkBridge Wealth Partners's Pentair position peaked at $151K in Q1 2018.
  • 449 funds tracked by Wall St. Rank held Pentair as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.