Capital Guardian Trust’s Principal Financial Group PFG Stock Holding History

Capital Guardian Trust’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	-4,876	Closed	-$308K	–	453
2017 Q1	$308K	Hold	4,876	–	–	﹤0.01%	293
2016 Q4	$282K	Hold	4,876	–	–	﹤0.01%	310
2016 Q3	$251K	Hold	4,876	–	–	﹤0.01%	306
2016 Q2	$200K	Buy	+4,876	New	+$206K	﹤0.01%	322

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 $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Norges Bank Oslo, Norway $1T AUM

Capital Guardian Trust's PFG Position: Q2 2017 in Review

Capital Guardian Trust sold out of Principal Financial Group (PFG) in Q2 2017, closing a stake of 4,876 shares — an estimated $308K sold.

Capital Guardian Trust first reported a position in PFG in Q2 2016 and held it in 4 quarters. The position peaked at $308K in Q1 2017. 566 funds tracked by Wall St. Rank hold PFG as of Q2 2017.

Capital Guardian Trust reported no remaining Principal Financial Group position as of Q2 2017 after selling out during the quarter.
Capital Guardian Trust sold 4,876 Principal Financial Group shares in Q2 2017, an estimated $308K.
Capital Guardian Trust first reported a position in Principal Financial Group in Q2 2016 and held it in 4 quarters.
Capital Guardian Trust's Principal Financial Group position peaked at $308K in Q1 2017.
566 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2017.

Based on Capital Guardian Trust's 13F filing for Q2 2017, filed 14 Aug 2017.