EWM
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Edge Wealth Management’s Principal Financial Group PFG Stock Holding History

Edge 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
2014
Q3 		– Sell
-434
Closed -$22K – 429
2014
Q2 		$22K Buy
+434
New +$20.4K 0.01% 239

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Edge Wealth Management's PFG Position: Q3 2014 in Review

Edge Wealth Management sold out of Principal Financial Group (PFG) in Q3 2014, closing a stake of 434 shares — an estimated $22K sold.

Edge Wealth Management first reported a position in PFG in Q2 2014 and held it in 1 quarter. The position peaked at $22K in Q2 2014. 417 funds tracked by Wall St. Rank hold PFG as of Q3 2014.

  • Edge Wealth Management reported no remaining Principal Financial Group position as of Q3 2014 after selling out during the quarter.
  • Edge Wealth Management sold 434 Principal Financial Group shares in Q3 2014, an estimated $22K.
  • Edge Wealth Management first reported a position in Principal Financial Group in Q2 2014 and held it in 1 quarter.
  • Edge Wealth Management's Principal Financial Group position peaked at $22K in Q2 2014.
  • 417 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2014.

Based on Edge Wealth Management's 13F filing for Q3 2014, filed 7 Oct 2014.