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Beacon Capital Management Inc (Ohio)’s Principal Financial Group PFG Stock Holding History

Beacon Capital Management Inc (Ohio)’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
2018
Q1 		– Sell
-14
Closed -$1K – 108
2017
Q4 		$1K Buy
+14
New +$964 ﹤0.01% 87
2015
Q2 		– Sell
-202
Closed -$10K – 249
2015
Q1 		$10K Buy
+202
New +$10.2K ﹤0.01% 149

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Beacon Capital Management Inc (Ohio)'s PFG Position: Q1 2018 in Review

Beacon Capital Management Inc (Ohio) sold out of Principal Financial Group (PFG) in Q1 2018, closing a stake of 14 shares — an estimated $1K sold.

Beacon Capital Management Inc (Ohio) first reported a position in PFG in Q1 2015 and held it in 2 quarters. The position peaked at $10K in Q1 2015. 612 funds tracked by Wall St. Rank hold PFG as of Q1 2018.

  • Beacon Capital Management Inc (Ohio) reported no remaining Principal Financial Group position as of Q1 2018 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 14 Principal Financial Group shares in Q1 2018, an estimated $1K.
  • Beacon Capital Management Inc (Ohio) first reported a position in Principal Financial Group in Q1 2015 and held it in 2 quarters.
  • Beacon Capital Management Inc (Ohio)'s Principal Financial Group position peaked at $10K in Q1 2015.
  • 612 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2018.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2018, filed 4 Apr 2018.