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Financial Advisors Network’s Principal Financial Group PFG Stock Holding History

Financial Advisors Network’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
-12,131
Closed -$667K – 119
2019
Q4 		$667K Sell
12,131
-264
-2% -$14.4K 0.31% 57
2019
Q3 		$708K Buy
12,395
+311
+3% +$17.5K 0.36% 53
2019
Q2 		$651K Buy
12,084
+381
+3% +$21K 0.35% 55
2019
Q1 		$603K Buy
11,703
+4,165
+55% +$206K 0.35% 56
2018
Q4 		$333K Buy
+7,538
New +$371K 0.21% 73
2018
Q2 		$351K Buy
+6,624
New +$385K 0.21% 66
2017
Q4 		$691K Buy
9,797
+8
+0.1% +$551 0.47% 41
2017
Q3 		$630K Buy
9,789
+96
+1% +$6.17K 0.5% 44
2017
Q2 		$621K Buy
9,693
+571
+6% +$36.2K 0.52% 42
2017
Q1 		$577K Buy
9,122
+815
+10% +$49.7K 0.5% 43
2016
Q4 		$481K Buy
+8,307
New +$465K 0.41% 45

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

Financial Advisors Network's PFG Position: Q1 2020 in Review

Financial Advisors Network sold out of Principal Financial Group (PFG) in Q1 2020, closing a stake of 12,131 shares — an estimated $667K sold.

Financial Advisors Network first reported a position in PFG in Q4 2016 and held it in 11 quarters. The position peaked at $708K in Q3 2019. 565 funds tracked by Wall St. Rank hold PFG as of Q1 2020.

  • Financial Advisors Network reported no remaining Principal Financial Group position as of Q1 2020 after selling out during the quarter.
  • Financial Advisors Network sold 12,131 Principal Financial Group shares in Q1 2020, an estimated $667K.
  • Financial Advisors Network first reported a position in Principal Financial Group in Q4 2016 and held it in 11 quarters.
  • Financial Advisors Network's Principal Financial Group position peaked at $708K in Q3 2019.
  • 565 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2020.

Based on Financial Advisors Network's 13F filing for Q1 2020, filed 11 May 2020.