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Foresters Investment Management’s Principal Financial Group PFG Stock Holding History

Foresters Investment Management’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
Q1 		– Sell
-1,368
Closed -$97K – 522
2017
Q4 		$97K Sell
1,368
-58
-4% -$4K ﹤0.01% 562
2017
Q3 		$92K Hold
1,426
– – ﹤0.01% 557
2017
Q2 		$91K Buy
+1,426
New +$90.5K ﹤0.01% 553

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Foresters Investment Management's PFG Position: Q1 2018 in Review

Foresters Investment Management sold out of Principal Financial Group (PFG) in Q1 2018, closing a stake of 1,368 shares — an estimated $97K sold.

Foresters Investment Management first reported a position in PFG in Q2 2017 and held it in 3 quarters. The position peaked at $97K in Q4 2017. 611 funds tracked by Wall St. Rank hold PFG as of Q1 2018.

  • Foresters Investment Management reported no remaining Principal Financial Group position as of Q1 2018 after selling out during the quarter.
  • Foresters Investment Management sold 1,368 Principal Financial Group shares in Q1 2018, an estimated $97K.
  • Foresters Investment Management first reported a position in Principal Financial Group in Q2 2017 and held it in 3 quarters.
  • Foresters Investment Management's Principal Financial Group position peaked at $97K in Q4 2017.
  • 611 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2018.

Based on Foresters Investment Management's 13F filing for Q1 2018, filed 11 May 2018.