Clarfeld Financial Advisors’s Principal Financial Group PFG Stock Holding History

Clarfeld Financial 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
2018 Q4	$4K	Buy	+97	New	+$4.77K	﹤0.01%	369

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 $3.37T AUM 44.26% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clarfeld Financial Advisors's PFG Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Principal Financial Group (PFG) in Q4 2018: 97 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #369 among its holdings.

573 funds tracked by Wall St. Rank hold PFG as of Q4 2018.

Clarfeld Financial Advisors held 97 shares of Principal Financial Group worth $4K as of Q4 2018.
Principal Financial Group was a new Clarfeld Financial Advisors position in Q4 2018.
Principal Financial Group made up ﹤0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #369 holding.
573 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.