CBOA
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Commonwealth Bank of Australia’s Principal Financial Group PFG Stock Holding History

Commonwealth Bank of Australia’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
Q3 		– Sell
-56,677
Closed -$3.28M – 698
2019
Q2 		$3.28M Sell
56,677
-637
-1% -$35.1K 0.03% 301
2019
Q1 		$2.87M Sell
57,314
-755
-1% -$37.4K 0.03% 324
2018
Q4 		$2.56M Buy
58,069
+12,924
+29% +$636K 0.03% 320
2018
Q3 		$2.64M Buy
45,145
+7,900
+21% +$440K 0.03% 349
2018
Q2 		$1.97M Buy
37,245
+245
+0.7% +$14.2K 0.02% 383
2018
Q1 		$2.25M Buy
+37,000
New +$2.43M 0.02% 334
2017
Q4 		– Sell
-43,454
Closed -$2.79M – 867
2017
Q3 		$2.79M Buy
43,454
+1,511
+4% +$97.2K 0.03% 323
2017
Q2 		$2.69M Sell
41,943
-380
-0.9% -$24.1K 0.03% 316
2017
Q1 		$2.67M Buy
42,323
+1,432
+4% +$87.3K 0.03% 312
2016
Q4 		$2.37M Buy
40,891
+3,192
+8% +$179K 0.03% 321
2016
Q3 		$1.94M Hold
37,699
– – 0.02% 335
2016
Q2 		$1.55M Buy
37,699
+226
+0.6% +$9.54K 0.02% 363
2016
Q1 		$1.48M Buy
37,473
+22,308
+147% +$858K 0.02% 377
2015
Q4 		$681K Buy
15,165
+13,912
+1,110% +$679K 0.01% 550
2015
Q3 		$60K Buy
1,253
+13
+1% +$674 ﹤0.01% 714
2015
Q2 		$64K Sell
1,240
-9,923
-89% -$515K ﹤0.01% 668
2015
Q1 		$573K Sell
11,163
-6,300
-36% -$317K 0.01% 551
2014
Q4 		$907K Sell
17,463
-18,768
-52% -$973K 0.01% 461
2014
Q3 		$1.9M Sell
36,231
-7,100
-16% -$371K 0.02% 335
2014
Q2 		$2.19M Sell
43,331
-66,231
-60% -$3.12M 0.03% 307
2014
Q1 		$5.04M Buy
109,562
+55,031
+101% +$2.52M 0.03% 436
2013
Q4 		$2.69M Sell
54,531
-75,123
-58% -$3.57M 0.02% 570
2013
Q3 		$5.55M Sell
129,654
-43,360
-25% -$1.81M 0.04% 372
2013
Q2 		$6.48M Buy
+173,014
New +$6.33M 0.05% 319

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Commonwealth Bank of Australia's PFG Position: Q3 2019 in Review

Commonwealth Bank of Australia sold out of Principal Financial Group (PFG) in Q3 2019, closing a stake of 56,677 shares — an estimated $3.28M sold.

Commonwealth Bank of Australia first reported a position in PFG in Q2 2013 and held it in 24 quarters. The position peaked at $6.48M in Q2 2013. 615 funds tracked by Wall St. Rank hold PFG as of Q3 2019.

  • Commonwealth Bank of Australia reported no remaining Principal Financial Group position as of Q3 2019 after selling out during the quarter.
  • Commonwealth Bank of Australia sold 56,677 Principal Financial Group shares in Q3 2019, an estimated $3.28M.
  • Commonwealth Bank of Australia first reported a position in Principal Financial Group in Q2 2013 and held it in 24 quarters.
  • Commonwealth Bank of Australia's Principal Financial Group position peaked at $6.48M in Q2 2013.
  • 615 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2019.

Based on Commonwealth Bank of Australia's 13F filing for Q3 2019.