CIAS
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Capital Investment Advisory Services’s Principal Financial Group PFG Stock Holding History

Capital Investment Advisory Services’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
2019
Q4 		– Sell
-271
Closed -$15K – 1061
2019
Q3 		$15K Hold
271
– – ﹤0.01% 890
2019
Q2 		$16K Hold
271
– – ﹤0.01% 842
2019
Q1 		$14K Buy
271
+157
+138% +$7.78K 0.01% 772
2018
Q4 		$5K Buy
+114
New +$5.61K ﹤0.01% 938

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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 $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Investment Advisory Services's PFG Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Principal Financial Group (PFG) in Q4 2019, closing a stake of 271 shares — an estimated $15K sold.

Capital Investment Advisory Services first reported a position in PFG in Q4 2018 and held it in 4 quarters. The position peaked at $16K in Q2 2019. 613 funds tracked by Wall St. Rank hold PFG as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Principal Financial Group position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 271 Principal Financial Group shares in Q4 2019, an estimated $15K.
  • Capital Investment Advisory Services first reported a position in Principal Financial Group in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's Principal Financial Group position peaked at $16K in Q2 2019.
  • 613 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.