FAM
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Formidable Asset Management’s Principal Financial Group PFG Stock Holding History

Formidable Asset 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
2019
Q2 		– Sell
-9,400
Closed -$331K – 311
2019
Q1 		$331K Buy
+9,400
New +$466K 0.13% 134
2016
Q2 		– Sell
-40
Closed -$1K – 345
2016
Q1 		$1K Hold
40
– – ﹤0.01% 480
2015
Q4 		$1K Hold
40
– – ﹤0.01% 545
2015
Q3 		$1K Hold
40
– – ﹤0.01% 604
2015
Q2 		$2K Hold
40
– – ﹤0.01% 489
2015
Q1 		$2K Hold
40
– – ﹤0.01% 481
2014
Q4 		$2K Buy
+40
New +$2.07K ﹤0.01% 447

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Formidable Asset Management's PFG Position: Q2 2019 in Review

Formidable Asset Management sold out of Principal Financial Group (PFG) in Q2 2019, closing a stake of 9,400 shares — an estimated $331K sold.

Formidable Asset Management first reported a position in PFG in Q4 2014 and held it in 7 quarters. The position peaked at $331K in Q1 2019. 610 funds tracked by Wall St. Rank hold PFG as of Q2 2019.

  • Formidable Asset Management reported no remaining Principal Financial Group position as of Q2 2019 after selling out during the quarter.
  • Formidable Asset Management sold 9,400 Principal Financial Group shares in Q2 2019, an estimated $331K.
  • Formidable Asset Management first reported a position in Principal Financial Group in Q4 2014 and held it in 7 quarters.
  • Formidable Asset Management's Principal Financial Group position peaked at $331K in Q1 2019.
  • 610 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2019.

Based on Formidable Asset Management's 13F filing for Q2 2019, filed 15 Oct 2019.