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Dorsey Wright & Associates’s Principal Financial Group PFG Stock Holding History

Dorsey Wright & Associates’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
Q3 		– Sell
-28,401
Closed -$1.82M – 150
2017
Q2 		$1.82M Sell
28,401
-1,700
-6% -$108K 0.56% 79
2017
Q1 		$1.9M Buy
30,101
+806
+3% +$49.2K 0.65% 58
2016
Q4 		$1.7M Buy
+29,295
New +$1.64M 0.72% 53

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Dorsey Wright & Associates's PFG Position: Q3 2017 in Review

Dorsey Wright & Associates sold out of Principal Financial Group (PFG) in Q3 2017, closing a stake of 28,401 shares — an estimated $1.82M sold.

Dorsey Wright & Associates first reported a position in PFG in Q4 2016 and held it in 3 quarters. The position peaked at $1.9M in Q1 2017. 559 funds tracked by Wall St. Rank hold PFG as of Q3 2017.

  • Dorsey Wright & Associates reported no remaining Principal Financial Group position as of Q3 2017 after selling out during the quarter.
  • Dorsey Wright & Associates sold 28,401 Principal Financial Group shares in Q3 2017, an estimated $1.82M.
  • Dorsey Wright & Associates first reported a position in Principal Financial Group in Q4 2016 and held it in 3 quarters.
  • Dorsey Wright & Associates's Principal Financial Group position peaked at $1.9M in Q1 2017.
  • 559 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2017.

Based on Dorsey Wright & Associates's 13F filing for Q3 2017, filed 6 Nov 2017.