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Avestar Capital’s Principal Financial Group PFG Stock Holding History

Avestar Capital’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
Q3 		– Sell
-377
Closed -$18K – 646
2019
Q2 		$18K Hold
377
– – 0.01% 407
2019
Q1 		$16K Hold
377
– – 0.01% 406
2018
Q4 		$14K Sell
377
-3,507
-90% -$173K 0.01% 391
2018
Q3 		$204K Buy
3,884
+746
+24% +$41.6K 0.12% 117
2018
Q2 		$151K Buy
3,138
+182
+6% +$10.6K 0.1% 142
2018
Q1 		$163K Buy
2,956
+383
+15% +$25.2K 0.11% 116
2017
Q4 		$169K Buy
+2,573
New +$177K 0.13% 95

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Avestar Capital's PFG Position: Q3 2019 in Review

Avestar Capital sold out of Principal Financial Group (PFG) in Q3 2019, closing a stake of 377 shares — an estimated $18K sold.

Avestar Capital first reported a position in PFG in Q4 2017 and held it in 7 quarters. The position peaked at $204K in Q3 2018. 615 funds tracked by Wall St. Rank hold PFG as of Q3 2019.

  • Avestar Capital reported no remaining Principal Financial Group position as of Q3 2019 after selling out during the quarter.
  • Avestar Capital sold 377 Principal Financial Group shares in Q3 2019, an estimated $18K.
  • Avestar Capital first reported a position in Principal Financial Group in Q4 2017 and held it in 7 quarters.
  • Avestar Capital's Principal Financial Group position peaked at $204K in Q3 2018.
  • 615 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.