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Cascade Investment Advisors’s Principal Financial Group PFG Stock Holding History

Cascade Investment Advisors’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
-2,945
Closed -$186K – 188
2017
Q1 		$186K Hold
2,945
– – 0.16% 87
2016
Q4 		$170K Buy
+2,945
New +$165K 0.15% 85
2016
Q2 		$121K Buy
+2,945
New +$124K 0.12% 86

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cascade Investment Advisors's PFG Position: Q2 2017 in Review

Cascade Investment Advisors sold out of Principal Financial Group (PFG) in Q2 2017, closing a stake of 2,945 shares — an estimated $186K sold.

Cascade Investment Advisors first reported a position in PFG in Q2 2016 and held it in 3 quarters. The position peaked at $186K in Q1 2017. 566 funds tracked by Wall St. Rank hold PFG as of Q2 2017.

  • Cascade Investment Advisors reported no remaining Principal Financial Group position as of Q2 2017 after selling out during the quarter.
  • Cascade Investment Advisors sold 2,945 Principal Financial Group shares in Q2 2017, an estimated $186K.
  • Cascade Investment Advisors first reported a position in Principal Financial Group in Q2 2016 and held it in 3 quarters.
  • Cascade Investment Advisors's Principal Financial Group position peaked at $186K in Q1 2017.
  • 566 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2017.

Based on Cascade Investment Advisors's 13F filing for Q2 2017, filed 14 Jul 2017.