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AHL Partners’s Principal Financial Group PFG Stock Holding History

AHL Partners’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
Q4 		$4.83M Buy
68,382
+58,247
+575% +$4.01M 0.08% 495
2017
Q3 		$653K Sell
10,135
-89,598
-90% -$5.76M 0.01% 977
2017
Q2 		$6.39M Sell
99,733
-85,767
-46% -$5.44M 0.14% 254
2017
Q1 		$11.7M Sell
185,500
-43,822
-19% -$2.67M 0.26% 65
2016
Q4 		$13.3M Buy
229,322
+123,844
+117% +$6.94M 0.4% 19
2016
Q3 		$5.43M Buy
105,478
+87,193
+477% +$4.08M 0.2% 135
2016
Q2 		$752K Sell
18,285
-48,095
-72% -$2.03M 0.04% 511
2016
Q1 		$2.62M Sell
66,380
-24,403
-27% -$939K 0.16% 129
2015
Q4 		$4.08M Buy
90,783
+44,867
+98% +$2.19M 0.32% 120
2015
Q3 		$2.17M Sell
45,916
-45,026
-50% -$2.33M 0.35% 48
2015
Q2 		$4.66M Buy
90,942
+40,244
+79% +$2.09M 0.19% 213
2015
Q1 		$2.6M Sell
50,698
-16,012
-24% -$805K 0.1% 457
2014
Q4 		$3.46M Buy
66,710
+7,209
+12% +$374K 0.18% 200
2014
Q3 		$3.12M Buy
+59,501
New +$3.11M 0.24% 163

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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AHL Partners's PFG Position: Q4 2017 in Review

AHL Partners increased its Principal Financial Group (PFG) stake by 575% in Q4 2017, buying an estimated $4.01M and bringing the position to 68,382 shares worth $4.83M. The position accounts for 0.08% of the portfolio, ranked #495.

AHL Partners first reported a position in PFG in Q3 2014 and has held it in 14 quarters since. The position peaked at $13.3M in Q4 2016. 631 funds tracked by Wall St. Rank hold PFG as of Q4 2017.

  • AHL Partners held 68,382 shares of Principal Financial Group worth $4.83M as of Q4 2017.
  • AHL Partners bought 58,247 Principal Financial Group shares in Q4 2017, an estimated $4.01M.
  • Principal Financial Group made up 0.08% of AHL Partners's portfolio in Q4 2017, its #495 holding.
  • AHL Partners first reported a position in Principal Financial Group in Q3 2014 and has held it in 14 quarters since.
  • AHL Partners's Principal Financial Group position peaked at $13.3M in Q4 2016.
  • 631 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.