Baldwin Wealth Partners’s Principal Financial Group PFG Stock Holding History

Baldwin Wealth Partners’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
2015 Q1	–	Sell	-23,340	Closed	-$1.21M	–	258
2014 Q4	$1.21M	Buy	23,340 +350	+2%	+$18.1K	0.18%	123
2014 Q3	$1.21M	Buy	22,990 +1,399	+6%	+$73.2K	0.17%	118
2014 Q2	$1.09M	Buy	21,591 +182	+0.9%	+$8.57K	0.16%	122
2014 Q1	$985K	Buy	21,409 +425	+2%	+$19.4K	0.16%	124
2013 Q4	$1.03M	Buy	20,984 +282	+1%	+$13.4K	0.17%	124
2013 Q3	$886K	Buy	+20,702	New	+$863K	0.16%	127

Other funds holding PFG

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baldwin Wealth Partners's PFG Position: Q1 2015 in Review

Baldwin Wealth Partners sold out of Principal Financial Group (PFG) in Q1 2015, closing a stake of 23,340 shares — an estimated $1.21M sold.

Baldwin Wealth Partners first reported a position in PFG in Q3 2013 and held it in 6 quarters. The position peaked at $1.21M in Q4 2014. 415 funds tracked by Wall St. Rank hold PFG as of Q1 2015.

Baldwin Wealth Partners reported no remaining Principal Financial Group position as of Q1 2015 after selling out during the quarter.
Baldwin Wealth Partners sold 23,340 Principal Financial Group shares in Q1 2015, an estimated $1.21M.
Baldwin Wealth Partners first reported a position in Principal Financial Group in Q3 2013 and held it in 6 quarters.
Baldwin Wealth Partners's Principal Financial Group position peaked at $1.21M in Q4 2014.
415 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2015.

Based on Baldwin Wealth Partners's 13F filing for Q1 2015, filed 11 May 2015.