Asset Planning Services (Pennsylvania)’s Principal Financial Group PFG Stock Holding History

Asset Planning Services (Pennsylvania)’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 Q4	–	Sell	-88	Closed	-$5K	–	203
2019 Q3	$5K	Sell	88 -34	-28%	-$1.91K	﹤0.01%	239
2019 Q2	$7K	Buy	122 +1	+0.8%	+$55	﹤0.01%	214
2019 Q1	$6K	Buy	121 +1	+0.8%	+$50	﹤0.01%	223
2018 Q4	$5K	Buy	120 +2	+2%	+$98	﹤0.01%	230
2018 Q3	$6K	Buy	118 +1	+0.9%	+$56	﹤0.01%	223
2018 Q2	$6K	Hold	117	–	–	﹤0.01%	221
2018 Q1	$7K	Hold	117	–	–	﹤0.01%	221
2017 Q4	$8K	Hold	117	–	–	﹤0.01%	222
2017 Q3	$8K	Hold	117	–	–	﹤0.01%	243
2017 Q2	$7K	Hold	117	–	–	﹤0.01%	248
2017 Q1	$7K	Sell	117 -261	-69%	-$15.9K	﹤0.01%	239
2016 Q4	$22K	Hold	378	–	–	0.02%	164
2016 Q3	$19K	Hold	378	–	–	0.02%	164
2016 Q2	$16K	Hold	378	–	–	0.01%	179
2016 Q1	$15K	Hold	378	–	–	0.01%	179
2015 Q4	$17K	Hold	378	–	–	0.02%	140
2015 Q3	$18K	Hold	378	–	–	0.02%	129
2015 Q2	$19K	Buy	+378	New	+$19.6K	0.02%	147

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

Bank of New York Mellon New York $609B AUM 40.19% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Asset Planning Services (Pennsylvania)'s PFG Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Principal Financial Group (PFG) in Q4 2019, closing a stake of 88 shares — an estimated $5K sold.

Asset Planning Services (Pennsylvania) first reported a position in PFG in Q2 2015 and held it in 18 quarters. The position peaked at $22K in Q4 2016. 613 funds tracked by Wall St. Rank hold PFG as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining Principal Financial Group position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 88 Principal Financial Group shares in Q4 2019, an estimated $5K.
Asset Planning Services (Pennsylvania) first reported a position in Principal Financial Group in Q2 2015 and held it in 18 quarters.
Asset Planning Services (Pennsylvania)'s Principal Financial Group position peaked at $22K in Q4 2016.
613 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.