BIG
PFG icon

Bellwether Investment Group’s Principal Financial Group PFG Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-172
Closed -$11K – 458
2017
Q1 		$11K Sell
172
-1,598
-90% -$97.5K 0.03% 465
2016
Q4 		$102K Buy
+1,770
New +$99.2K 0.09% 200
2016
Q2 		$66K Buy
+1,598
New +$67.5K 0.07% 211

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Bellwether Investment Group's PFG Position: Q2 2017 in Review

Bellwether Investment Group sold out of Principal Financial Group (PFG) in Q2 2017, closing a stake of 172 shares — an estimated $11K sold.

Bellwether Investment Group first reported a position in PFG in Q2 2016 and held it in 3 quarters. The position peaked at $102K in Q4 2016. 566 funds tracked by Wall St. Rank hold PFG as of Q2 2017.

  • Bellwether Investment Group reported no remaining Principal Financial Group position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 172 Principal Financial Group shares in Q2 2017, an estimated $11K.
  • Bellwether Investment Group first reported a position in Principal Financial Group in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Principal Financial Group position peaked at $102K in Q4 2016.
  • 566 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.