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Coyle Financial Counsel’s Principal Financial Group PFG Stock Holding History

Coyle Financial Counsel’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
Q3 		– Sell
-85
Closed -$5K – 229
2018
Q2 		$5K Buy
+85
New +$4.94K ﹤0.01% 188

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Coyle Financial Counsel's PFG Position: Q3 2018 in Review

Coyle Financial Counsel sold out of Principal Financial Group (PFG) in Q3 2018, closing a stake of 85 shares — an estimated $5K sold.

Coyle Financial Counsel first reported a position in PFG in Q2 2018 and held it in 1 quarter. The position peaked at $5K in Q2 2018. 588 funds tracked by Wall St. Rank hold PFG as of Q3 2018.

  • Coyle Financial Counsel reported no remaining Principal Financial Group position as of Q3 2018 after selling out during the quarter.
  • Coyle Financial Counsel sold 85 Principal Financial Group shares in Q3 2018, an estimated $5K.
  • Coyle Financial Counsel first reported a position in Principal Financial Group in Q2 2018 and held it in 1 quarter.
  • Coyle Financial Counsel's Principal Financial Group position peaked at $5K in Q2 2018.
  • 588 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2018.

Based on Coyle Financial Counsel's 13F filing for Q3 2018, filed 13 Nov 2018.