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Ferris Capital’s Principal Financial Group PFG Stock Holding History

Ferris Capital’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
2019
Q2 		– Sell
-420
Closed -$21K – 492
2019
Q1 		$21K Hold
420
– – 0.01% 345
2018
Q4 		$19K Sell
420
-8
-2% -$394 0.01% 342
2018
Q3 		$25K Hold
428
– – 0.01% 345
2018
Q2 		$23K Hold
428
– – 0.01% 349
2018
Q1 		$26K Buy
+428
New +$28.2K 0.01% 368
2017
Q3 		– Sell
-428
Closed -$27K – 460
2017
Q2 		$27K Buy
+428
New +$27.1K 0.01% 322

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ferris Capital's PFG Position: Q2 2019 in Review

Ferris Capital sold out of Principal Financial Group (PFG) in Q2 2019, closing a stake of 420 shares — an estimated $21K sold.

Ferris Capital first reported a position in PFG in Q2 2017 and held it in 6 quarters. The position peaked at $27K in Q2 2017. 610 funds tracked by Wall St. Rank hold PFG as of Q2 2019.

  • Ferris Capital reported no remaining Principal Financial Group position as of Q2 2019 after selling out during the quarter.
  • Ferris Capital sold 420 Principal Financial Group shares in Q2 2019, an estimated $21K.
  • Ferris Capital first reported a position in Principal Financial Group in Q2 2017 and held it in 6 quarters.
  • Ferris Capital's Principal Financial Group position peaked at $27K in Q2 2017.
  • 610 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2019.

Based on Ferris Capital's 13F filing for Q2 2019, filed 18 Jul 2019.