AIM
PFG icon

Acrospire Investment Management’s Principal Financial Group PFG Stock Holding History

Acrospire Investment Management’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
2017
Q3 		– Sell
-802
Closed -$51K – 1041
2017
Q2 		$51K Sell
802
-2,000
-71% -$127K 0.05% 835
2017
Q1 		$177K Sell
2,802
-1,198
-30% -$73.1K 0.15% 72
2016
Q4 		$231K Buy
4,000
+1,700
+74% +$95.3K 0.1% 266
2016
Q3 		$118K Sell
2,300
-400
-15% -$18.7K 0.08% 419
2016
Q2 		$111K Buy
2,700
+400
+17% +$16.9K 0.08% 357
2016
Q1 		$91K Buy
+2,300
New +$88.5K 0.06% 394

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Acrospire Investment Management's PFG Position: Q3 2017 in Review

Acrospire Investment Management sold out of Principal Financial Group (PFG) in Q3 2017, closing a stake of 802 shares — an estimated $51K sold.

Acrospire Investment Management first reported a position in PFG in Q1 2016 and held it in 6 quarters. The position peaked at $231K in Q4 2016. 559 funds tracked by Wall St. Rank hold PFG as of Q3 2017.

  • Acrospire Investment Management reported no remaining Principal Financial Group position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 802 Principal Financial Group shares in Q3 2017, an estimated $51K.
  • Acrospire Investment Management first reported a position in Principal Financial Group in Q1 2016 and held it in 6 quarters.
  • Acrospire Investment Management's Principal Financial Group position peaked at $231K in Q4 2016.
  • 559 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.