FFW
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Fusion Family Wealth’s Principal Financial Group PFG Stock Holding History

Fusion Family Wealth’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
2017
Q4 		– Sell
-50
Closed -$3K – 302
2017
Q3 		$3K Buy
+50
New +$3.22K ﹤0.01% 192

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

Fusion Family Wealth's PFG Position: Q4 2017 in Review

Fusion Family Wealth sold out of Principal Financial Group (PFG) in Q4 2017, closing a stake of 50 shares — an estimated $3K sold.

Fusion Family Wealth first reported a position in PFG in Q3 2017 and held it in 1 quarter. The position peaked at $3K in Q3 2017. 631 funds tracked by Wall St. Rank hold PFG as of Q4 2017.

  • Fusion Family Wealth reported no remaining Principal Financial Group position as of Q4 2017 after selling out during the quarter.
  • Fusion Family Wealth sold 50 Principal Financial Group shares in Q4 2017, an estimated $3K.
  • Fusion Family Wealth first reported a position in Principal Financial Group in Q3 2017 and held it in 1 quarter.
  • Fusion Family Wealth's Principal Financial Group position peaked at $3K in Q3 2017.
  • 631 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2017.

Based on Fusion Family Wealth's 13F filing for Q4 2017, filed 6 Feb 2018.