AIA
PFG icon

Alera Investment Advisors’s Principal Financial Group PFG Stock Holding History

Alera Investment 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
2019
Q2 		– Sell
-146
Closed -$7K – 744
2019
Q1 		$7K Buy
146
+25
+21% +$1.24K ﹤0.01% 558
2018
Q4 		$5K Buy
+121
New +$5.96K ﹤0.01% 607

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Alera Investment Advisors's PFG Position: Q2 2019 in Review

Alera Investment Advisors sold out of Principal Financial Group (PFG) in Q2 2019, closing a stake of 146 shares — an estimated $7K sold.

Alera Investment Advisors first reported a position in PFG in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2019. 610 funds tracked by Wall St. Rank hold PFG as of Q2 2019.

  • Alera Investment Advisors reported no remaining Principal Financial Group position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 146 Principal Financial Group shares in Q2 2019, an estimated $7K.
  • Alera Investment Advisors first reported a position in Principal Financial Group in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Principal Financial Group position peaked at $7K in Q1 2019.
  • 610 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.