CHAM
PFG icon

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 – 579
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return