Clear Perspective Advisors’s Principal Financial Group PFG Stock Holding History

Clear Perspective 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 Q3	–	Sell	-153	Closed	-$8K	–	354
2018 Q2	$8K	Buy	+153	New	+$8.89K	0.01%	390
2018 Q1	–	Sell	-153	Closed	-$10.1K	–	364
2017 Q4	$11K	Hold	153	–	–	0.01%	331
2017 Q3	$10K	Hold	153	–	–	0.01%	338
2017 Q2	$10K	Hold	153	–	–	0.01%	342
2017 Q1	$10K	Hold	153	–	–	0.01%	319
2016 Q4	$9K	Buy	+153	New	+$8.57K	0.01%	321

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Clear Perspective Advisors's PFG Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Principal Financial Group (PFG) in Q3 2018, closing a stake of 153 shares — an estimated $8K sold.

Clear Perspective Advisors first reported a position in PFG in Q4 2016 and held it in 6 quarters. The position peaked at $11K in Q4 2017. 588 funds tracked by Wall St. Rank hold PFG as of Q3 2018.

Clear Perspective Advisors reported no remaining Principal Financial Group position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 153 Principal Financial Group shares in Q3 2018, an estimated $8K.
Clear Perspective Advisors first reported a position in Principal Financial Group in Q4 2016 and held it in 6 quarters.
Clear Perspective Advisors's Principal Financial Group position peaked at $11K in Q4 2017.
588 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.