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Cornerstone Advisors (Washington)’s Principal Financial Group PFG Stock Holding History

Cornerstone Advisors (Washington)’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
-980
Closed -$57K – 1217
2019
Q2 		$57K Buy
980
+253
+35% +$13.9K 0.01% 365
2019
Q1 		$36K Buy
727
+71
+11% +$3.52K ﹤0.01% 466
2018
Q4 		$29K Buy
656
+119
+22% +$5.86K 0.01% 425
2018
Q3 		$31K Hold
537
– – 0.02% 438
2018
Q2 		$28K Buy
537
+17
+3% +$988 0.02% 436
2018
Q1 		$32K Hold
520
– – 0.02% 396
2017
Q4 		$37K Hold
520
– – 0.02% 337
2017
Q3 		$33K Hold
520
– – 0.02% 355
2017
Q2 		$33K Hold
520
– – 0.02% 365
2017
Q1 		$33K Hold
520
– – 0.02% 363
2016
Q4 		$30K Buy
520
+103
+25% +$5.77K 0.03% 377
2016
Q3 		$21K Buy
417
+388
+1,338% +$18.1K 0.02% 483
2016
Q2 		$1K Hold
29
– – ﹤0.01% 824
2016
Q1 		$1K Sell
29
-34
-54% -$1.31K ﹤0.01% 820
2015
Q4 		$3K Hold
63
– – ﹤0.01% 668
2015
Q3 		$3K Hold
63
– – ﹤0.01% 659
2015
Q2 		$3K Hold
63
– – ﹤0.01% 524
2015
Q1 		$3K Hold
63
– – ﹤0.01% 536
2014
Q4 		$3K Hold
63
– – ﹤0.01% 502
2014
Q3 		$3K Sell
63
-10
-14% -$523 ﹤0.01% 344
2014
Q2 		$4K Buy
73
+34
+87% +$1.6K ﹤0.01% 336
2014
Q1 		$2K Buy
39
+10
+34% +$458 ﹤0.01% 390
2013
Q4 		$1K Hold
29
– – ﹤0.01% 322
2013
Q3 		$1K Hold
29
– – ﹤0.01% 302
2013
Q2 		$1K Buy
+29
New +$1.06K ﹤0.01% 263

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 $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cornerstone Advisors (Washington)'s PFG Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of Principal Financial Group (PFG) in Q3 2019, closing a stake of 980 shares — an estimated $57K sold.

Cornerstone Advisors (Washington) first reported a position in PFG in Q2 2013 and held it in 25 quarters. The position peaked at $57K in Q2 2019. 615 funds tracked by Wall St. Rank hold PFG as of Q3 2019.

  • Cornerstone Advisors (Washington) reported no remaining Principal Financial Group position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 980 Principal Financial Group shares in Q3 2019, an estimated $57K.
  • Cornerstone Advisors (Washington) first reported a position in Principal Financial Group in Q2 2013 and held it in 25 quarters.
  • Cornerstone Advisors (Washington)'s Principal Financial Group position peaked at $57K in Q2 2019.
  • 615 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.