ARTA
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A.R.T. Advisors’s Principal Financial Group PFG Stock Holding History

A.R.T. Advisors’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-5,635
Closed -$234K – 216
2020
Q2 		$234K Buy
+5,635
New +$206K 0.35% 121
2020
Q1 		– Sell
-55,700
Closed -$3.06M – 722
2019
Q4 		$3.06M Buy
55,700
+14,600
+36% +$799K 0.15% 168
2019
Q3 		$2.35M Buy
41,100
+18,600
+83% +$1.05M 0.12% 227
2019
Q2 		$1.3M Buy
+22,500
New +$1.24M 0.07% 368
2019
Q1 		– Sell
-8,000
Closed -$353K – 1537
2018
Q4 		$353K Buy
+8,000
New +$394K 0.02% 866
2018
Q3 		– Sell
-14,900
Closed -$788K – 1628
2018
Q2 		$788K Sell
14,900
-10,000
-40% -$581K 0.03% 740
2018
Q1 		$1.52M Buy
+24,900
New +$1.64M 0.06% 505
2017
Q4 		– Sell
-34,800
Closed -$2.24M – 1595
2017
Q3 		$2.24M Buy
34,800
+13,600
+64% +$875K 0.11% 242
2017
Q2 		$1.36M Buy
+21,200
New +$1.34M 0.07% 391
2016
Q3 		– Sell
-20,907
Closed -$859K – 1043
2016
Q2 		$859K Sell
20,907
-43,500
-68% -$1.84M 0.04% 605
2016
Q1 		$2.54M Buy
64,407
+6,000
+10% +$231K 0.11% 250
2015
Q4 		$2.63M Buy
+58,407
New +$2.85M 0.12% 209
2015
Q3 		– Sell
-26,777
Closed -$1.37M – 1533
2015
Q2 		$1.37M Buy
26,777
+694
+3% +$36K 0.05% 604
2015
Q1 		$1.34M Buy
+26,083
New +$1.31M 0.05% 553
2014
Q3 		– Sell
-66,603
Closed -$3.36M – 1478
2014
Q2 		$3.36M Buy
+66,603
New +$3.14M 0.18% 148

Other funds holding PFG

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
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

A.R.T. Advisors's PFG Position: Q3 2020 in Review

A.R.T. Advisors sold out of Principal Financial Group (PFG) in Q3 2020, closing a stake of 5,635 shares — an estimated $234K sold.

A.R.T. Advisors first reported a position in PFG in Q2 2014 and held it in 15 quarters. The position peaked at $3.36M in Q2 2014. 569 funds tracked by Wall St. Rank hold PFG as of Q3 2020.

  • A.R.T. Advisors reported no remaining Principal Financial Group position as of Q3 2020 after selling out during the quarter.
  • A.R.T. Advisors sold 5,635 Principal Financial Group shares in Q3 2020, an estimated $234K.
  • A.R.T. Advisors first reported a position in Principal Financial Group in Q2 2014 and held it in 15 quarters.
  • A.R.T. Advisors's Principal Financial Group position peaked at $3.36M in Q2 2014.
  • 569 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2020.

Based on A.R.T. Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.