CCA
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Clearwater Capital Advisors’s Principal Financial Group PFG Stock Holding History

Clearwater Capital 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
Q2 		– Sell
-396
Closed -$24K – 451
2018
Q1 		$24K Buy
+396
New +$26.1K 0.01% 365

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Clearwater Capital Advisors's PFG Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Principal Financial Group (PFG) in Q2 2018, closing a stake of 396 shares — an estimated $24K sold.

Clearwater Capital Advisors first reported a position in PFG in Q1 2018 and held it in 1 quarter. The position peaked at $24K in Q1 2018. 596 funds tracked by Wall St. Rank hold PFG as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining Principal Financial Group position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 396 Principal Financial Group shares in Q2 2018, an estimated $24K.
  • Clearwater Capital Advisors first reported a position in Principal Financial Group in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's Principal Financial Group position peaked at $24K in Q1 2018.
  • 596 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.