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Fiduciary Trust International’s Principal Financial Group PFG Stock Holding History

Fiduciary Trust International’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
Q2 		– Sell
-10,520
Closed -$330K – 151
2020
Q1 		$330K Hold
10,520
– – 0.06% 122
2019
Q4 		$579K Buy
+10,520
New +$576K 0.09% 103
2019
Q1 		– Sell
-282
Closed -$12K – 459
2018
Q4 		$12K Buy
+282
New +$13.9K ﹤0.01% 339

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fiduciary Trust International's PFG Position: Q2 2020 in Review

Fiduciary Trust International sold out of Principal Financial Group (PFG) in Q2 2020, closing a stake of 10,520 shares — an estimated $330K sold.

Fiduciary Trust International first reported a position in PFG in Q4 2018 and held it in 3 quarters. The position peaked at $579K in Q4 2019. 569 funds tracked by Wall St. Rank hold PFG as of Q2 2020.

  • Fiduciary Trust International reported no remaining Principal Financial Group position as of Q2 2020 after selling out during the quarter.
  • Fiduciary Trust International sold 10,520 Principal Financial Group shares in Q2 2020, an estimated $330K.
  • Fiduciary Trust International first reported a position in Principal Financial Group in Q4 2018 and held it in 3 quarters.
  • Fiduciary Trust International's Principal Financial Group position peaked at $579K in Q4 2019.
  • 569 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2020.

Based on Fiduciary Trust International's 13F filing for Q2 2020, filed 11 Aug 2020.