AC
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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 $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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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