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Delpha Capital Management’s Principal Financial Group PFG Stock Holding History

Delpha Capital 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
2018
Q1 		– Sell
-470
Closed -$33K – 912
2017
Q4 		$33K Buy
+470
New +$32.4K 0.04% 510

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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Delpha Capital Management's PFG Position: Q1 2018 in Review

Delpha Capital Management sold out of Principal Financial Group (PFG) in Q1 2018, closing a stake of 470 shares — an estimated $33K sold.

Delpha Capital Management first reported a position in PFG in Q4 2017 and held it in 1 quarter. The position peaked at $33K in Q4 2017. 612 funds tracked by Wall St. Rank hold PFG as of Q1 2018.

  • Delpha Capital Management reported no remaining Principal Financial Group position as of Q1 2018 after selling out during the quarter.
  • Delpha Capital Management sold 470 Principal Financial Group shares in Q1 2018, an estimated $33K.
  • Delpha Capital Management first reported a position in Principal Financial Group in Q4 2017 and held it in 1 quarter.
  • Delpha Capital Management's Principal Financial Group position peaked at $33K in Q4 2017.
  • 612 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2018.

Based on Delpha Capital Management's 13F filing for Q1 2018, filed 11 May 2018.