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Delphi Private Advisors’s Principal Financial Group PFG Stock Holding History

Delphi Private Advisors’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
2017
Q1 		– Sell
-10
Closed -$1K – 246
2016
Q4 		$1K Sell
10
-77
-89% -$4.32K ﹤0.01% 237
2016
Q3 		$4K Sell
87
-84
-49% -$3.93K 0.01% 189
2016
Q2 		$7K Buy
171
+77
+82% +$3.25K 0.01% 161
2016
Q1 		$4K Sell
94
-22
-19% -$846 0.01% 197
2015
Q4 		$5K Buy
+116
New +$5.66K 0.01% 205

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Delphi Private Advisors's PFG Position: Q1 2017 in Review

Delphi Private Advisors sold out of Principal Financial Group (PFG) in Q1 2017, closing a stake of 10 shares — an estimated $1K sold.

Delphi Private Advisors first reported a position in PFG in Q4 2015 and held it in 5 quarters. The position peaked at $7K in Q2 2016. 534 funds tracked by Wall St. Rank hold PFG as of Q1 2017.

  • Delphi Private Advisors reported no remaining Principal Financial Group position as of Q1 2017 after selling out during the quarter.
  • Delphi Private Advisors sold 10 Principal Financial Group shares in Q1 2017, an estimated $1K.
  • Delphi Private Advisors first reported a position in Principal Financial Group in Q4 2015 and held it in 5 quarters.
  • Delphi Private Advisors's Principal Financial Group position peaked at $7K in Q2 2016.
  • 534 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2017.

Based on Delphi Private Advisors's 13F filing for Q1 2017, filed 25 Apr 2017.