EDRH
PFG icon

Edmond de Rothschild Holding’s Principal Financial Group PFG Stock Holding History

Edmond de Rothschild Holding’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
Q2 		– Sell
-275
Closed -$17K – 846
2017
Q1 		$17K Buy
+275
New +$16.8K ﹤0.01% 744

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

Edmond de Rothschild Holding's PFG Position: Q2 2017 in Review

Edmond de Rothschild Holding sold out of Principal Financial Group (PFG) in Q2 2017, closing a stake of 275 shares — an estimated $17K sold.

Edmond de Rothschild Holding first reported a position in PFG in Q1 2017 and held it in 1 quarter. The position peaked at $17K in Q1 2017. 566 funds tracked by Wall St. Rank hold PFG as of Q2 2017.

  • Edmond de Rothschild Holding reported no remaining Principal Financial Group position as of Q2 2017 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 275 Principal Financial Group shares in Q2 2017, an estimated $17K.
  • Edmond de Rothschild Holding first reported a position in Principal Financial Group in Q1 2017 and held it in 1 quarter.
  • Edmond de Rothschild Holding's Principal Financial Group position peaked at $17K in Q1 2017.
  • 566 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2017.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2017, filed 10 Aug 2017.