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Evercore Wealth Management’s Principal Financial Group PFG Stock Holding History

Evercore 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
2017
Q3 		– Sell
-80
Closed -$5K – 936
2017
Q2 		$5K Hold
80
– – ﹤0.01% 895
2017
Q1 		$5K Sell
80
-25
-24% -$1.52K ﹤0.01% 884
2016
Q4 		$6K Sell
105
-47
-31% -$2.63K ﹤0.01% 875
2016
Q3 		$8K Hold
152
– – ﹤0.01% 890
2016
Q2 		$6K Buy
+152
New +$6.42K ﹤0.01% 906
2013
Q4 		– Sell
-103
Closed -$4K – 956
2013
Q3 		$4K Buy
+103
New +$4.29K ﹤0.01% 901

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 $3.37T AUM 44.26% 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

Evercore Wealth Management's PFG Position: Q3 2017 in Review

Evercore Wealth Management sold out of Principal Financial Group (PFG) in Q3 2017, closing a stake of 80 shares — an estimated $5K sold.

Evercore Wealth Management first reported a position in PFG in Q3 2013 and held it in 6 quarters. The position peaked at $8K in Q3 2016. 559 funds tracked by Wall St. Rank hold PFG as of Q3 2017.

  • Evercore Wealth Management reported no remaining Principal Financial Group position as of Q3 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 80 Principal Financial Group shares in Q3 2017, an estimated $5K.
  • Evercore Wealth Management first reported a position in Principal Financial Group in Q3 2013 and held it in 6 quarters.
  • Evercore Wealth Management's Principal Financial Group position peaked at $8K in Q3 2016.
  • 559 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2017.

Based on Evercore Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.