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ClearArc Capital’s Principal Financial Group PFG Stock Holding History

ClearArc Capital’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 		– Sell
-3,907
Closed -$223K – 345
2019
Q3 		$223K Buy
3,907
+4
+0.1% +$225 0.06% 326
2019
Q2 		$226K Sell
3,903
-417
-10% -$23K 0.07% 318
2019
Q1 		$217K Buy
+4,320
New +$214K 0.06% 351
2018
Q4 		– Sell
-6,841
Closed -$401K – 419
2018
Q3 		$401K Buy
6,841
+20
+0.3% +$1.11K 0.05% 327
2018
Q2 		$361K Sell
6,821
-53
-0.8% -$3.08K 0.05% 342
2018
Q1 		$419K Buy
6,874
+14
+0.2% +$921 0.06% 300
2017
Q4 		$484K Sell
6,860
-61
-0.9% -$4.2K 0.07% 281
2017
Q3 		$445K Buy
6,921
+331
+5% +$21.3K 0.07% 285
2017
Q2 		$422K Buy
6,590
+44
+0.7% +$2.79K 0.07% 287
2017
Q1 		$413K Buy
6,546
+60
+0.9% +$3.66K 0.07% 284
2016
Q4 		$375K Sell
6,486
-64
-1% -$3.59K 0.07% 290
2016
Q3 		$337K Sell
6,550
-11
-0.2% -$514 0.06% 313
2016
Q2 		$270K Sell
6,561
-73
-1% -$3.08K 0.05% 355
2016
Q1 		$262K Sell
6,634
-18
-0.3% -$693 0.06% 357
2015
Q4 		$299K Buy
6,652
+8
+0.1% +$390 0.06% 329
2015
Q3 		$315K Sell
6,644
-141
-2% -$7.31K 0.07% 327
2015
Q2 		$348K Buy
6,785
+853
+14% +$44.3K 0.06% 327
2015
Q1 		$305K Buy
5,932
+92
+2% +$4.62K 0.06% 332
2014
Q4 		$303K Sell
5,840
-11,288
-66% -$585K 0.06% 326
2014
Q3 		$899K Buy
17,128
+2,443
+17% +$128K 0.2% 145
2014
Q2 		$741K Buy
14,685
+3,766
+34% +$177K 0.17% 158
2014
Q1 		$502K Sell
10,919
-588
-5% -$26.9K 0.12% 204
2013
Q4 		$567K Sell
11,507
-1,088
-9% -$51.7K 0.15% 181
2013
Q3 		$539K Sell
12,595
-1,295
-9% -$54K 0.15% 175
2013
Q2 		$520K Buy
+13,890
New +$508K 0.14% 178

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ClearArc Capital's PFG Position: Q4 2019 in Review

ClearArc Capital sold out of Principal Financial Group (PFG) in Q4 2019, closing a stake of 3,907 shares — an estimated $223K sold.

ClearArc Capital first reported a position in PFG in Q2 2013 and held it in 25 quarters. The position peaked at $899K in Q3 2014. 613 funds tracked by Wall St. Rank hold PFG as of Q4 2019.

  • ClearArc Capital reported no remaining Principal Financial Group position as of Q4 2019 after selling out during the quarter.
  • ClearArc Capital sold 3,907 Principal Financial Group shares in Q4 2019, an estimated $223K.
  • ClearArc Capital first reported a position in Principal Financial Group in Q2 2013 and held it in 25 quarters.
  • ClearArc Capital's Principal Financial Group position peaked at $899K in Q3 2014.
  • 613 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2019.

Based on ClearArc Capital's 13F filing for Q4 2019, filed 14 Feb 2020.