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Bridges Investment Management’s Principal Financial Group PFG Stock Holding History

Bridges Investment 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
2020
Q1 		– Sell
-5,141
Closed -$283K – 258
2019
Q4 		$283K Hold
5,141
– – 0.01% 249
2019
Q3 		$294K Hold
5,141
– – 0.01% 372
2019
Q2 		$298K Buy
+5,141
New +$283K 0.01% 374

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Bridges Investment Management's PFG Position: Q1 2020 in Review

Bridges Investment Management sold out of Principal Financial Group (PFG) in Q1 2020, closing a stake of 5,141 shares — an estimated $283K sold.

Bridges Investment Management first reported a position in PFG in Q2 2019 and held it in 3 quarters. The position peaked at $298K in Q2 2019. 564 funds tracked by Wall St. Rank hold PFG as of Q1 2020.

  • Bridges Investment Management reported no remaining Principal Financial Group position as of Q1 2020 after selling out during the quarter.
  • Bridges Investment Management sold 5,141 Principal Financial Group shares in Q1 2020, an estimated $283K.
  • Bridges Investment Management first reported a position in Principal Financial Group in Q2 2019 and held it in 3 quarters.
  • Bridges Investment Management's Principal Financial Group position peaked at $298K in Q2 2019.
  • 564 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2020.

Based on Bridges Investment Management's 13F filing for Q1 2020, filed 12 May 2020.