Clear Harbor Asset Management’s Principal Financial Group PFG Stock Holding History

Clear Harbor Asset Management’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 Q4	–	Sell	-100	Closed	-$4.03K	–	619
2020 Q3	$4.03K	Buy	+100	New	+$4.26K	﹤0.01%	691
2020 Q1	–	Sell	-100	Closed	-$5.5K	–	578
2019 Q4	$5.5K	Buy	+100	New	+$5.47K	﹤0.01%	664
2015 Q2	–	Sell	-10,444	Closed	-$537K	–	325
2015 Q1	$537K	Hold	10,444	–	–	0.1%	156
2014 Q4	$542K	Hold	10,444	–	–	0.11%	148
2014 Q3	$548K	Hold	10,444	–	–	0.12%	115
2014 Q2	$527K	Hold	10,444	–	–	0.11%	126
2014 Q1	$480K	Hold	10,444	–	–	0.11%	134
2013 Q4	$515K	Hold	10,444	–	–	0.13%	113
2013 Q3	$447K	Hold	10,444	–	–	0.12%	108
2013 Q2	$391K	Buy	+10,444	New	+$382K	0.12%	118

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Clear Harbor Asset Management's PFG Position: Q4 2020 in Review

Clear Harbor Asset Management sold out of Principal Financial Group (PFG) in Q4 2020, closing a stake of 100 shares — an estimated $4.03K sold.

Clear Harbor Asset Management first reported a position in PFG in Q2 2013 and held it in 10 quarters. The position peaked at $548K in Q3 2014. 620 funds tracked by Wall St. Rank hold PFG as of Q4 2020.

Clear Harbor Asset Management reported no remaining Principal Financial Group position as of Q4 2020 after selling out during the quarter.
Clear Harbor Asset Management sold 100 Principal Financial Group shares in Q4 2020, an estimated $4.03K.
Clear Harbor Asset Management first reported a position in Principal Financial Group in Q2 2013 and held it in 10 quarters.
Clear Harbor Asset Management's Principal Financial Group position peaked at $548K in Q3 2014.
620 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2020.

Based on Clear Harbor Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.