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Ameritas Investment Company’s Principal Financial Group PFG Stock Holding History

Ameritas Investment Company’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
Q2 		– Sell
-269
Closed -$8K – 1230
2020
Q1 		$8K Sell
269
-18,082
-99% -$855K ﹤0.01% 1269
2019
Q4 		$1.01M Sell
18,351
-1,027
-5% -$56.2K 0.21% 102
2019
Q3 		$1.11M Buy
19,378
+13,459
+227% +$758K 0.22% 93
2019
Q2 		$343K Buy
5,919
+5,717
+2,830% +$315K 0.16% 131
2019
Q1 		$10K Sell
202
-1,535
-88% -$76.1K ﹤0.01% 659
2018
Q4 		$77K Buy
+1,737
New +$85.5K 0.02% 482

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameritas Investment Company's PFG Position: Q2 2020 in Review

Ameritas Investment Company sold out of Principal Financial Group (PFG) in Q2 2020, closing a stake of 269 shares — an estimated $8K sold.

Ameritas Investment Company first reported a position in PFG in Q4 2018 and held it in 6 quarters. The position peaked at $1.11M in Q3 2019. 570 funds tracked by Wall St. Rank hold PFG as of Q2 2020.

  • Ameritas Investment Company reported no remaining Principal Financial Group position as of Q2 2020 after selling out during the quarter.
  • Ameritas Investment Company sold 269 Principal Financial Group shares in Q2 2020, an estimated $8K.
  • Ameritas Investment Company first reported a position in Principal Financial Group in Q4 2018 and held it in 6 quarters.
  • Ameritas Investment Company's Principal Financial Group position peaked at $1.11M in Q3 2019.
  • 570 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2020.

Based on Ameritas Investment Company's 13F filing for Q2 2020, filed 14 Aug 2020.