Capital Square’s Principal Financial Group PFG Stock Holding History

Capital Square’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 Q2	–	Sell	-1,000	Closed	-$31K	–	237
2020 Q1	$31K	Buy	+1,000	New	+$47.3K	0.04%	259

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Square's PFG Position: Q2 2020 in Review

Capital Square sold out of Principal Financial Group (PFG) in Q2 2020, closing a stake of 1,000 shares — an estimated $31K sold.

Capital Square first reported a position in PFG in Q1 2020 and held it in 1 quarter. The position peaked at $31K in Q1 2020. 569 funds tracked by Wall St. Rank hold PFG as of Q2 2020.

Capital Square reported no remaining Principal Financial Group position as of Q2 2020 after selling out during the quarter.
Capital Square sold 1,000 Principal Financial Group shares in Q2 2020, an estimated $31K.
Capital Square first reported a position in Principal Financial Group in Q1 2020 and held it in 1 quarter.
Capital Square's Principal Financial Group position peaked at $31K in Q1 2020.
569 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2020.

Based on Capital Square's 13F filing for Q2 2020, filed 27 Jul 2020.