Elm Advisors’s Principal Financial Group PFG Stock Holding History

Elm 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 Q4	–	Sell	-100	Closed	-$6K	–	213
2018 Q3	$6K	Buy	+100	New	+$5.57K	﹤0.01%	278

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Elm Advisors's PFG Position: Q4 2018 in Review

Elm Advisors sold out of Principal Financial Group (PFG) in Q4 2018, closing a stake of 100 shares — an estimated $6K sold.

Elm Advisors first reported a position in PFG in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 572 funds tracked by Wall St. Rank hold PFG as of Q4 2018.

Elm Advisors reported no remaining Principal Financial Group position as of Q4 2018 after selling out during the quarter.
Elm Advisors sold 100 Principal Financial Group shares in Q4 2018, an estimated $6K.
Elm Advisors first reported a position in Principal Financial Group in Q3 2018 and held it in 1 quarter.
Elm Advisors's Principal Financial Group position peaked at $6K in Q3 2018.
572 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2018.

Based on Elm Advisors's 13F filing for Q4 2018, filed 8 Jan 2019.