CWM
PFG icon

Cranbrook Wealth Management’s Principal Financial Group PFG Stock Holding History

Cranbrook Wealth Management’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
2014
Q1 		– Sell
-470
Closed – – 204
2013
Q4 		$0 Buy
+470
New +$22.3K ﹤0.01% 235

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cranbrook Wealth Management's PFG Position: Q1 2014 in Review

Cranbrook Wealth Management sold out of Principal Financial Group (PFG) in Q1 2014, closing a stake of 470 shares.

Cranbrook Wealth Management first reported a position in PFG in Q4 2013 and held it in 1 quarter. The position peaked at $0 in Q4 2013. 390 funds tracked by Wall St. Rank hold PFG as of Q1 2014.

  • Cranbrook Wealth Management reported no remaining Principal Financial Group position as of Q1 2014 after selling out during the quarter.
  • Cranbrook Wealth Management sold 470 Principal Financial Group shares in Q1 2014.
  • Cranbrook Wealth Management first reported a position in Principal Financial Group in Q4 2013 and held it in 1 quarter.
  • Cranbrook Wealth Management's Principal Financial Group position peaked at $0 in Q4 2013.
  • 390 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2014.

Based on Cranbrook Wealth Management's 13F filing for Q1 2014, filed 1 May 2014.