First Heartland Consultants’s Principal Financial Group PFG Stock Holding History

First Heartland Consultants’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
2018 Q2	–	Sell	-3,761	Closed	-$229K	–	260
2018 Q1	$229K	Buy	3,761 +132	+4%	+$8.69K	0.07%	242
2017 Q4	$256K	Buy	3,629 +154	+4%	+$10.6K	0.08%	228
2017 Q3	$224K	Buy	+3,475	New	+$224K	0.05%	306
2015 Q3	–	Sell	-4,535	Closed	-$233	–	276
2015 Q2	$233	Hold	4,535	–	–	0.06%	223
2015 Q1	$233K	Buy	4,535 +223	+5%	+$11.2K	0.09%	222
2014 Q4	$224K	Hold	4,312	–	–	0.09%	217
2014 Q3	$226K	Hold	4,312	–	–	0.1%	213
2014 Q2	$218K	Buy	+4,312	New	+$203K	0.1%	218
2014 Q1	–	Sell	-4,312	Closed	-$213K	–	249
2013 Q4	$213K	Buy	+4,312	New	+$205K	0.12%	171

Other funds holding PFG

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

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Heartland Consultants's PFG Position: Q2 2018 in Review

First Heartland Consultants sold out of Principal Financial Group (PFG) in Q2 2018, closing a stake of 3,761 shares — an estimated $229K sold.

First Heartland Consultants first reported a position in PFG in Q4 2013 and held it in 9 quarters. The position peaked at $256K in Q4 2017. 596 funds tracked by Wall St. Rank hold PFG as of Q2 2018.

First Heartland Consultants reported no remaining Principal Financial Group position as of Q2 2018 after selling out during the quarter.
First Heartland Consultants sold 3,761 Principal Financial Group shares in Q2 2018, an estimated $229K.
First Heartland Consultants first reported a position in Principal Financial Group in Q4 2013 and held it in 9 quarters.
First Heartland Consultants's Principal Financial Group position peaked at $256K in Q4 2017.
596 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2018.

Based on First Heartland Consultants's 13F filing for Q2 2018, filed 9 Aug 2018.