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

Advantage 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
2019 Q3	$21K	Hold	363	–	–	0.02%	516
2019 Q2	$21K	Hold	363	–	–	0.02%	526
2019 Q1	$18K	Hold	363	–	–	0.01%	545
2018 Q4	$16K	Hold	363	–	–	0.01%	558
2018 Q3	$21K	Sell	363 -100	-22%	-$5.57K	0.01%	572
2018 Q2	$25K	Sell	463 -426	-48%	-$24.8K	0.02%	497
2018 Q1	$54K	Buy	889 +7	+0.8%	+$461	0.02%	369
2017 Q4	$62K	Sell	882 -112	-11%	-$7.72K	0.02%	366
2017 Q3	$64K	Buy	994 +777	+358%	+$50K	0.02%	347
2017 Q2	$14K	Buy	217 +117	+117%	+$7.42K	﹤0.01%	637
2017 Q1	$6K	Buy	+100	New	+$6.1K	﹤0.01%	786

Other funds holding PFG

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

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advantage Investment Management's PFG Position: Q3 2019 in Review

Advantage Investment Management held its Principal Financial Group (PFG) position steady in Q3 2019 at 363 shares worth $21K. The position accounts for 0.02% of the portfolio, ranked #516.

Advantage Investment Management first reported a position in PFG in Q1 2017 and has held it in 11 quarters since. The position peaked at $64K in Q3 2017. 615 funds tracked by Wall St. Rank hold PFG as of Q3 2019.

Advantage Investment Management held 363 shares of Principal Financial Group worth $21K as of Q3 2019.
Advantage Investment Management left its Principal Financial Group share count unchanged in Q3 2019.
Principal Financial Group made up 0.02% of Advantage Investment Management's portfolio in Q3 2019, its #516 holding.
Advantage Investment Management first reported a position in Principal Financial Group in Q1 2017 and has held it in 11 quarters since.
Advantage Investment Management's Principal Financial Group position peaked at $64K in Q3 2017.
615 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.