Dalton, Greiner, Hartman, Maher & Co’s Principal Financial Group PFG Stock Holding History

Dalton, Greiner, Hartman, Maher & Co’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 Q4	–	Sell	-161,802	Closed	-$9.48M	–	162
2018 Q3	$9.48M	Sell	161,802 -12,040	-7%	-$671K	0.47%	84
2018 Q2	$9.21M	Buy	173,842 +130,630	+302%	+$7.59M	0.47%	87
2018 Q1	$2.63M	Sell	43,212 -141,815	-77%	-$9.33M	0.18%	113
2017 Q4	$13.1M	Buy	+185,027	New	+$12.7M	0.68%	73

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dalton, Greiner, Hartman, Maher & Co's PFG Position: Q4 2018 in Review

Dalton, Greiner, Hartman, Maher & Co sold out of Principal Financial Group (PFG) in Q4 2018, closing a stake of 161,802 shares — an estimated $9.48M sold.

Dalton, Greiner, Hartman, Maher & Co first reported a position in PFG in Q4 2017 and held it in 4 quarters. The position peaked at $13.1M in Q4 2017. 572 funds tracked by Wall St. Rank hold PFG as of Q4 2018.

Dalton, Greiner, Hartman, Maher & Co reported no remaining Principal Financial Group position as of Q4 2018 after selling out during the quarter.
Dalton, Greiner, Hartman, Maher & Co sold 161,802 Principal Financial Group shares in Q4 2018, an estimated $9.48M.
Dalton, Greiner, Hartman, Maher & Co first reported a position in Principal Financial Group in Q4 2017 and held it in 4 quarters.
Dalton, Greiner, Hartman, Maher & Co's Principal Financial Group position peaked at $13.1M in Q4 2017.
572 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2018.

Based on Dalton, Greiner, Hartman, Maher & Co's 13F filing for Q4 2018, filed 18 Jan 2019.