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Ferguson Wellman Capital Management’s Principal Financial Group PFG Stock Holding History

Ferguson Wellman Capital 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
2020
Q1 		– Sell
-4,149
Closed -$228K – 348
2019
Q4 		$228K Sell
4,149
-1,420
-25% -$77.7K 0.01% 334
2019
Q3 		$318K Sell
5,569
-610
-10% -$34.3K 0.01% 294
2019
Q2 		$358K Sell
6,179
-2,899
-32% -$160K 0.01% 275
2019
Q1 		$456K Sell
9,078
-915
-9% -$45.4K 0.02% 252
2018
Q4 		$441K Sell
9,993
-198,015
-95% -$9.75M 0.02% 262
2018
Q3 		$12.2M Sell
208,008
-1,682
-0.8% -$93.8K 0.4% 71
2018
Q2 		$11.1M Buy
209,690
+3,388
+2% +$197K 0.39% 76
2018
Q1 		$12.6M Sell
206,302
-264,169
-56% -$17.4M 0.45% 71
2017
Q4 		$33.2M Buy
470,471
+495
+0.1% +$34.1K 1.15% 24
2017
Q3 		$30.2M Sell
469,976
-5,130
-1% -$330K 1.09% 28
2017
Q2 		$30.4M Buy
475,106
+4,722
+1% +$300K 1.14% 28
2017
Q1 		$29.7M Buy
470,384
+107,650
+30% +$6.57M 1.14% 27
2016
Q4 		$21M Buy
362,734
+13,867
+4% +$777K 0.86% 35
2016
Q3 		$18M Sell
348,867
-220,336
-39% -$10.3M 0.77% 42
2016
Q2 		$23.4M Sell
569,203
-16,169
-3% -$683K 0.98% 36
2016
Q1 		$23.1M Buy
585,372
+89,951
+18% +$3.46M 0.98% 34
2015
Q4 		$22.3M Sell
495,421
-65,560
-12% -$3.2M 0.92% 34
2015
Q3 		$26.6M Buy
560,981
+173,995
+45% +$9.02M 1.18% 25
2015
Q2 		$19.8M Buy
+386,986
New +$20.1M 0.82% 41

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

Ferguson Wellman Capital Management's PFG Position: Q1 2020 in Review

Ferguson Wellman Capital Management sold out of Principal Financial Group (PFG) in Q1 2020, closing a stake of 4,149 shares — an estimated $228K sold.

Ferguson Wellman Capital Management first reported a position in PFG in Q2 2015 and held it in 19 quarters. The position peaked at $33.2M in Q4 2017. 565 funds tracked by Wall St. Rank hold PFG as of Q1 2020.

  • Ferguson Wellman Capital Management reported no remaining Principal Financial Group position as of Q1 2020 after selling out during the quarter.
  • Ferguson Wellman Capital Management sold 4,149 Principal Financial Group shares in Q1 2020, an estimated $228K.
  • Ferguson Wellman Capital Management first reported a position in Principal Financial Group in Q2 2015 and held it in 19 quarters.
  • Ferguson Wellman Capital Management's Principal Financial Group position peaked at $33.2M in Q4 2017.
  • 565 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2020.

Based on Ferguson Wellman Capital Management's 13F filing for Q1 2020, filed 21 Apr 2020.