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American Asset Management’s Principal Financial Group PFG Stock Holding History

American Asset 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
2020
Q1 		– Sell
-7,457
Closed -$410K – 77
2019
Q4 		$410K Sell
7,457
-300
-4% -$16.4K 0.26% 61
2019
Q3 		$443K Sell
7,757
-440
-5% -$24.8K 0.31% 55
2019
Q2 		$475K Sell
8,197
-1,100
-12% -$60.6K 0.33% 49
2019
Q1 		$467K Sell
9,297
-100
-1% -$4.96K 0.35% 50
2018
Q4 		$415K Sell
9,397
-500
-5% -$24.6K 0.3% 46
2018
Q3 		$580K Hold
9,897
– – 0.51% 34
2018
Q2 		$524K Buy
9,897
+100
+1% +$5.81K 0.34% 35
2018
Q1 		$597K Sell
9,797
-400
-4% -$26.3K 0.52% 28
2017
Q4 		$720K Hold
10,197
– – 0.44% 20
2017
Q3 		$656K Sell
10,197
-200
-2% -$12.9K 0.4% 22
2017
Q2 		$666K Buy
10,397
+4
+0% +$254 0.37% 23
2017
Q1 		$656K Buy
10,393
+3
+0% +$183 0.41% 21
2016
Q4 		$601K Sell
10,390
-250
-2% -$14K 0.67% 21
2016
Q3 		$548K Buy
+10,640
New +$498K 0.31% 16

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

American Asset Management's PFG Position: Q1 2020 in Review

American Asset Management sold out of Principal Financial Group (PFG) in Q1 2020, closing a stake of 7,457 shares — an estimated $410K sold.

American Asset Management first reported a position in PFG in Q3 2016 and held it in 14 quarters. The position peaked at $720K in Q4 2017. 565 funds tracked by Wall St. Rank hold PFG as of Q1 2020.

  • American Asset Management reported no remaining Principal Financial Group position as of Q1 2020 after selling out during the quarter.
  • American Asset Management sold 7,457 Principal Financial Group shares in Q1 2020, an estimated $410K.
  • American Asset Management first reported a position in Principal Financial Group in Q3 2016 and held it in 14 quarters.
  • American Asset Management's Principal Financial Group position peaked at $720K in Q4 2017.
  • 565 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2020.

Based on American Asset Management's 13F filing for Q1 2020, filed 12 May 2020.