Boston Partners’s Principal Financial Group PFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-21,564
Closed -$952K 711
2018
Q4
$952K Buy
+21,564
New +$1.06M ﹤0.01% 655

Other funds holding PFG

Boston Partners's PFG Position: Q1 2019 in Review

Boston Partners sold out of Principal Financial Group (PFG) in Q1 2019, closing a stake of 21,564 shares — an estimated $952K sold.

Boston Partners first reported a position in PFG in Q4 2018 and held it in 1 quarter. The position peaked at $952K in Q4 2018. 592 funds tracked by Wall St. Rank hold PFG as of Q1 2019.

  • Boston Partners reported no remaining Principal Financial Group position as of Q1 2019 after selling out during the quarter.
  • Boston Partners sold 21,564 Principal Financial Group shares in Q1 2019, an estimated $952K.
  • Boston Partners first reported a position in Principal Financial Group in Q4 2018 and held it in 1 quarter.
  • Boston Partners's Principal Financial Group position peaked at $952K in Q4 2018.
  • 592 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2019.

Based on Boston Partners's 13F filing for Q1 2019, filed 3 May 2019.