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

Blume 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
2018 Q3	–	Sell	-599	Closed	-$32K	–	198
2018 Q2	$32K	Hold	599	–	–	0.02%	132
2018 Q1	$36K	Hold	599	–	–	0.02%	131
2017 Q4	$42K	Hold	599	–	–	0.02%	130
2017 Q3	$39K	Hold	599	–	–	0.02%	131
2017 Q2	$38K	Hold	599	–	–	0.02%	113
2017 Q1	$38K	Hold	599	–	–	0.02%	115
2016 Q4	$35K	Hold	599	–	–	0.02%	120
2016 Q3	$31K	Hold	599	–	–	0.02%	113
2016 Q2	$25K	Hold	599	–	–	0.02%	132
2016 Q1	$24K	Hold	599	–	–	0.02%	132
2015 Q4	$27K	Hold	599	–	–	0.02%	136
2015 Q3	$28K	Sell	599 -106	-15%	-$5.49K	0.02%	131
2015 Q2	$36K	Hold	705	–	–	0.03%	127
2015 Q1	$36K	Hold	705	–	–	0.03%	154
2014 Q4	$37K	Buy	+705	New	+$36.5K	0.03%	161

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Blume Capital Management's PFG Position: Q3 2018 in Review

Blume Capital Management sold out of Principal Financial Group (PFG) in Q3 2018, closing a stake of 599 shares — an estimated $32K sold.

Blume Capital Management first reported a position in PFG in Q4 2014 and held it in 15 quarters. The position peaked at $42K in Q4 2017. 588 funds tracked by Wall St. Rank hold PFG as of Q3 2018.

Blume Capital Management reported no remaining Principal Financial Group position as of Q3 2018 after selling out during the quarter.
Blume Capital Management sold 599 Principal Financial Group shares in Q3 2018, an estimated $32K.
Blume Capital Management first reported a position in Principal Financial Group in Q4 2014 and held it in 15 quarters.
Blume Capital Management's Principal Financial Group position peaked at $42K in Q4 2017.
588 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2018.

Based on Blume Capital Management's 13F filing for Q3 2018, filed 2 Nov 2018.