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Delta Investment Management’s Principal Financial Group PFG Stock Holding History

Delta Investment 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
2019
Q4 		– Sell
-3,764
Closed -$215K – 190
2019
Q3 		$215K Sell
3,764
-566
-13% -$31.9K 0.11% 112
2019
Q2 		$250K Buy
+4,330
New +$239K 0.14% 83

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Delta Investment Management's PFG Position: Q4 2019 in Review

Delta Investment Management sold out of Principal Financial Group (PFG) in Q4 2019, closing a stake of 3,764 shares — an estimated $215K sold.

Delta Investment Management first reported a position in PFG in Q2 2019 and held it in 2 quarters. The position peaked at $250K in Q2 2019. 612 funds tracked by Wall St. Rank hold PFG as of Q4 2019.

  • Delta Investment Management reported no remaining Principal Financial Group position as of Q4 2019 after selling out during the quarter.
  • Delta Investment Management sold 3,764 Principal Financial Group shares in Q4 2019, an estimated $215K.
  • Delta Investment Management first reported a position in Principal Financial Group in Q2 2019 and held it in 2 quarters.
  • Delta Investment Management's Principal Financial Group position peaked at $250K in Q2 2019.
  • 612 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2019.

Based on Delta Investment Management's 13F filing for Q4 2019, filed 12 Feb 2020.