Columbia Partners Investment Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-23,961
| Closed | -$985K | – | 341 |
|
|
2016
Q2 | $985K | Sell |
23,961
-241
| -1% | -$9.91K | 0.07% | 280 |
|
|
2016
Q1 | $954K | Buy |
+24,202
| New | +$954K | 0.07% | 278 |
|
|
2015
Q4 | – | Sell |
-18,952
| Closed | -$897K | – | 368 |
|
|
2015
Q3 | $897K | Buy |
18,952
+11,198
| +144% | +$530K | 0.06% | 275 |
|
|
2015
Q2 | $397K | Sell |
7,754
-7,707
| -50% | -$395K | 0.02% | 294 |
|
|
2015
Q1 | $794K | Sell |
15,461
-3,590
| -19% | -$184K | 0.04% | 276 |
|
|
2014
Q4 | $989K | Buy |
19,051
+467
| +3% | +$24.2K | 0.05% | 276 |
|
|
2014
Q3 | $975K | Sell |
18,584
-2,095
| -10% | -$110K | 0.05% | 280 |
|
|
2014
Q2 | $1.04M | Buy |
+20,679
| New | +$1.04M | 0.05% | 277 |
|