DFIM
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Detwiler Fenton Investment Management’s Principal Financial Group PFG Stock Holding History

Detwiler Fenton 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
2015
Q2 		– Sell
-5,372
Closed -$276K – 80
2015
Q1 		$276K Sell
5,372
-331
-6% -$16.6K 0.29% 58
2014
Q4 		$296K Sell
5,703
-30
-0.5% -$1.55K 0.33% 51
2014
Q3 		$301K Buy
+5,733
New +$300K 0.29% 50

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Detwiler Fenton Investment Management's PFG Position: Q2 2015 in Review

Detwiler Fenton Investment Management sold out of Principal Financial Group (PFG) in Q2 2015, closing a stake of 5,372 shares — an estimated $276K sold.

Detwiler Fenton Investment Management first reported a position in PFG in Q3 2014 and held it in 3 quarters. The position peaked at $301K in Q3 2014. 437 funds tracked by Wall St. Rank hold PFG as of Q2 2015.

  • Detwiler Fenton Investment Management reported no remaining Principal Financial Group position as of Q2 2015 after selling out during the quarter.
  • Detwiler Fenton Investment Management sold 5,372 Principal Financial Group shares in Q2 2015, an estimated $276K.
  • Detwiler Fenton Investment Management first reported a position in Principal Financial Group in Q3 2014 and held it in 3 quarters.
  • Detwiler Fenton Investment Management's Principal Financial Group position peaked at $301K in Q3 2014.
  • 437 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2015.

Based on Detwiler Fenton Investment Management's 13F filing for Q2 2015, filed 29 Jul 2015.