Cascadia Advisory Services’s Principal Financial Group PFG Stock Holding History

Cascadia 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	$277K	Buy	+5,034	New	+$276K	0.08%	198

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Cascadia Advisory Services's PFG Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in Principal Financial Group (PFG) in Q4 2019: 5,034 shares worth $277K. The stake represents 0.08% of the portfolio and ranks #198 among its holdings.

612 funds tracked by Wall St. Rank hold PFG as of Q4 2019.

Cascadia Advisory Services held 5,034 shares of Principal Financial Group worth $277K as of Q4 2019.
Principal Financial Group was a new Cascadia Advisory Services position in Q4 2019.
Principal Financial Group made up 0.08% of Cascadia Advisory Services's portfolio in Q4 2019, its #198 holding.
612 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.