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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
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 $535B AUM 26.23% 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
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return