Armbruster Capital Management’s Principal Financial Group PFG Stock Holding History

Armbruster Capital 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
2018 Q2	–	Sell	-702	Closed	-$43K	–	165
2018 Q1	$43K	Hold	702	–	–	0.02%	136
2017 Q4	$50K	Hold	702	–	–	0.02%	130
2017 Q3	$45K	Hold	702	–	–	0.02%	130
2017 Q2	$45K	Hold	702	–	–	0.02%	131
2017 Q1	$44K	Hold	702	–	–	0.02%	133
2016 Q4	$41K	Buy	+702	New	+$39.3K	0.02%	135
2016 Q3	–	Sell	-450	Closed	-$18K	–	284
2016 Q2	$18K	Hold	450	–	–	0.01%	192
2016 Q1	$18K	Sell	450 -45	-9%	-$1.73K	0.01%	198
2015 Q4	$22K	Buy	+495	New	+$24.2K	0.02%	193

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Armbruster Capital Management's PFG Position: Q2 2018 in Review

Armbruster Capital Management sold out of Principal Financial Group (PFG) in Q2 2018, closing a stake of 702 shares — an estimated $43K sold.

Armbruster Capital Management first reported a position in PFG in Q4 2015 and held it in 9 quarters. The position peaked at $50K in Q4 2017. 596 funds tracked by Wall St. Rank hold PFG as of Q2 2018.

Armbruster Capital Management reported no remaining Principal Financial Group position as of Q2 2018 after selling out during the quarter.
Armbruster Capital Management sold 702 Principal Financial Group shares in Q2 2018, an estimated $43K.
Armbruster Capital Management first reported a position in Principal Financial Group in Q4 2015 and held it in 9 quarters.
Armbruster Capital Management's Principal Financial Group position peaked at $50K in Q4 2017.
596 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2018.

Based on Armbruster Capital Management's 13F filing for Q2 2018, filed 30 Jul 2018.