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

Aviance 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
2016
Q1 		– Sell
-14,484
Closed -$651K – 317
2015
Q4 		$651K Buy
14,484
+6,375
+79% +$311K 0.02% 202
2015
Q3 		$384K Buy
+8,109
New +$420K 0.01% 224
2014
Q1 		– Sell
-12
Closed -$1K – 374
2013
Q4 		$1K Hold
12
– – ﹤0.01% 418
2013
Q3 		$1K Buy
+12
New +$500 ﹤0.01% 438

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Aviance Capital Management's PFG Position: Q1 2016 in Review

Aviance Capital Management sold out of Principal Financial Group (PFG) in Q1 2016, closing a stake of 14,484 shares — an estimated $651K sold.

Aviance Capital Management first reported a position in PFG in Q3 2013 and held it in 4 quarters. The position peaked at $651K in Q4 2015. 457 funds tracked by Wall St. Rank hold PFG as of Q1 2016.

  • Aviance Capital Management reported no remaining Principal Financial Group position as of Q1 2016 after selling out during the quarter.
  • Aviance Capital Management sold 14,484 Principal Financial Group shares in Q1 2016, an estimated $651K.
  • Aviance Capital Management first reported a position in Principal Financial Group in Q3 2013 and held it in 4 quarters.
  • Aviance Capital Management's Principal Financial Group position peaked at $651K in Q4 2015.
  • 457 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2016.

Based on Aviance Capital Management's 13F filing for Q1 2016, filed 13 May 2016.