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Edge Advisors’s Principal Financial Group PFG Stock Holding History

Edge 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
2018
Q2 		$27K Sell
528
-29
-5% -$1.69K ﹤0.01% 598
2018
Q1 		$33K Hold
557
– – ﹤0.01% 578
2017
Q4 		$39K Hold
557
– – ﹤0.01% 558
2017
Q3 		$35K Buy
557
+29
+5% +$1.86K ﹤0.01% 560
2017
Q2 		$33K Hold
528
– – ﹤0.01% 583
2017
Q1 		$33K Hold
528
– – ﹤0.01% 584
2016
Q4 		$30K Buy
+528
New +$29.6K ﹤0.01% 553

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Edge Advisors's PFG Position: Q2 2018 in Review

Edge Advisors reduced its Principal Financial Group (PFG) stake by 5.2% in Q2 2018, selling an estimated $1.69K and leaving 528 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Edge Advisors first reported a position in PFG in Q4 2016 and has held it in 7 quarters since. The position peaked at $39K in Q4 2017. 596 funds tracked by Wall St. Rank hold PFG as of Q2 2018.

  • Edge Advisors held 528 shares of Principal Financial Group worth $27K as of Q2 2018.
  • Edge Advisors sold 29 Principal Financial Group shares in Q2 2018, an estimated $1.69K.
  • Principal Financial Group made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #598 holding.
  • Edge Advisors first reported a position in Principal Financial Group in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Principal Financial Group position peaked at $39K in Q4 2017.
  • 596 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.