AWM
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Alterna Wealth Management’s Principal Financial Group PFG Stock Holding History

Alterna Wealth 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
Q1 		– Sell
-9,287
Closed -$595K – 274
2018
Q4 		$595K Buy
+9,287
New +$457K 0.1% 151

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

Alterna Wealth Management's PFG Position: Q1 2019 in Review

Alterna Wealth Management sold out of Principal Financial Group (PFG) in Q1 2019, closing a stake of 9,287 shares — an estimated $595K sold.

Alterna Wealth Management first reported a position in PFG in Q4 2018 and held it in 1 quarter. The position peaked at $595K in Q4 2018. 591 funds tracked by Wall St. Rank hold PFG as of Q1 2019.

  • Alterna Wealth Management reported no remaining Principal Financial Group position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 9,287 Principal Financial Group shares in Q1 2019, an estimated $595K.
  • Alterna Wealth Management first reported a position in Principal Financial Group in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Principal Financial Group position peaked at $595K in Q4 2018.
  • 591 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.