EI
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Elkhorn Investments’s Principal Financial Group PFG Stock Holding History

Elkhorn Investments’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
Q1 		– Sell
-14,185
Closed -$821K – 154
2016
Q4 		$821K Buy
+14,185
New +$795K 0.96% 46

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Elkhorn Investments's PFG Position: Q1 2017 in Review

Elkhorn Investments sold out of Principal Financial Group (PFG) in Q1 2017, closing a stake of 14,185 shares — an estimated $821K sold.

Elkhorn Investments first reported a position in PFG in Q4 2016 and held it in 1 quarter. The position peaked at $821K in Q4 2016. 534 funds tracked by Wall St. Rank hold PFG as of Q1 2017.

  • Elkhorn Investments reported no remaining Principal Financial Group position as of Q1 2017 after selling out during the quarter.
  • Elkhorn Investments sold 14,185 Principal Financial Group shares in Q1 2017, an estimated $821K.
  • Elkhorn Investments first reported a position in Principal Financial Group in Q4 2016 and held it in 1 quarter.
  • Elkhorn Investments's Principal Financial Group position peaked at $821K in Q4 2016.
  • 534 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2017.

Based on Elkhorn Investments's 13F filing for Q1 2017, filed 2 May 2017.