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Doyle Wealth Management’s Principal Financial Group PFG Stock Holding History

Doyle Wealth 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
Q3 		– Sell
-200
Closed -$12K – 594
2019
Q2 		$12K Buy
+200
New +$11K ﹤0.01% 600
2019
Q1 		– Sell
-200
Closed -$9K – 576
2018
Q4 		$9K Buy
+200
New +$9.84K ﹤0.01% 645

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

Doyle Wealth Management's PFG Position: Q3 2019 in Review

Doyle Wealth Management sold out of Principal Financial Group (PFG) in Q3 2019, closing a stake of 200 shares — an estimated $12K sold.

Doyle Wealth Management first reported a position in PFG in Q4 2018 and held it in 2 quarters. The position peaked at $12K in Q2 2019. 615 funds tracked by Wall St. Rank hold PFG as of Q3 2019.

  • Doyle Wealth Management reported no remaining Principal Financial Group position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 200 Principal Financial Group shares in Q3 2019, an estimated $12K.
  • Doyle Wealth Management first reported a position in Principal Financial Group in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Principal Financial Group position peaked at $12K in Q2 2019.
  • 615 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.