CMBA
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C.M. Bidwell & Associates’s Principal Financial Group PFG Stock Holding History

C.M. Bidwell & Associates’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
2021
Q3 		– Sell
-504
Closed -$32K – 601
2021
Q2 		$32K Buy
+504
New +$32.2K 0.02% 333
2020
Q4 		– Sell
-1,275
Closed -$51K – 525
2020
Q3 		$51K Buy
+1,275
New +$54.3K 0.05% 262
2014
Q4 		– Sell
-68,420
Closed -$3.59M – 239
2014
Q3 		$3.59M Buy
+68,420
New +$3.58M 0.85% 56
2014
Q1 		– Sell
-68,265
Closed -$3.37M – 253
2013
Q4 		$3.37M Sell
68,265
-7,335
-10% -$348K 0.83% 60
2013
Q3 		$3.24M Buy
+75,600
New +$3.15M 0.89% 49

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return