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First Personal Financial Services’s Principal Financial Group PFG Stock Holding History

First Personal Financial Services’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
-15
Closed -$1K – 459
2019
Q4 		$1K Hold
15
– – ﹤0.01% 472
2019
Q3 		$1K Hold
15
– – ﹤0.01% 493
2019
Q2 		$1K Buy
+15
New +$827 ﹤0.01% 744
2017
Q1 		– Sell
-995
Closed -$58K – 925
2016
Q4 		$58K Buy
+995
New +$55.8K 0.02% 350

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 $3.38T AUM 44.17% 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

First Personal Financial Services's PFG Position: Q1 2020 in Review

First Personal Financial Services sold out of Principal Financial Group (PFG) in Q1 2020, closing a stake of 15 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in PFG in Q4 2016 and held it in 4 quarters. The position peaked at $58K in Q4 2016. 565 funds tracked by Wall St. Rank hold PFG as of Q1 2020.

  • First Personal Financial Services reported no remaining Principal Financial Group position as of Q1 2020 after selling out during the quarter.
  • First Personal Financial Services sold 15 Principal Financial Group shares in Q1 2020, an estimated $1K.
  • First Personal Financial Services first reported a position in Principal Financial Group in Q4 2016 and held it in 4 quarters.
  • First Personal Financial Services's Principal Financial Group position peaked at $58K in Q4 2016.
  • 565 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2020.

Based on First Personal Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.