Financial Architects (New Jersey)’s Principal Financial Group PFG Stock Holding History

Financial Architects (New Jersey)’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	-366	Closed	-$18K	–	1399
2019 Q1	$18K	Sell	366 -20	-5%	-$991	﹤0.01%	920
2018 Q4	$17K	Hold	386	–	–	﹤0.01%	847
2018 Q3	$23K	Buy	386 +44	+13%	+$2.45K	﹤0.01%	883
2018 Q2	$18K	Buy	+342	New	+$19.9K	﹤0.01%	836
2016 Q4	–	Sell	-55	Closed	-$3K	–	1471
2016 Q3	$3K	Hold	55	–	–	﹤0.01%	1259
2016 Q2	$2K	Hold	55	–	–	﹤0.01%	1323
2016 Q1	$2K	Buy	+55	New	+$2.12K	﹤0.01%	1060
2015 Q3	–	Sell	-120	Closed	-$6K	–	709
2015 Q2	$6K	Hold	120	–	–	﹤0.01%	913
2015 Q1	$6K	Buy	120 +16	+15%	+$804	﹤0.01%	842
2014 Q4	$5K	Buy	+104	New	+$5.39K	﹤0.01%	836

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Architects (New Jersey)'s PFG Position: Q2 2019 in Review

Financial Architects (New Jersey) sold out of Principal Financial Group (PFG) in Q2 2019, closing a stake of 366 shares — an estimated $18K sold.

Financial Architects (New Jersey) first reported a position in PFG in Q4 2014 and held it in 10 quarters. The position peaked at $23K in Q3 2018. 610 funds tracked by Wall St. Rank hold PFG as of Q2 2019.

Financial Architects (New Jersey) reported no remaining Principal Financial Group position as of Q2 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 366 Principal Financial Group shares in Q2 2019, an estimated $18K.
Financial Architects (New Jersey) first reported a position in Principal Financial Group in Q4 2014 and held it in 10 quarters.
Financial Architects (New Jersey)'s Principal Financial Group position peaked at $23K in Q3 2018.
610 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2019, filed 14 Aug 2019.