Gideon Capital Advisors’s Principal Financial Group PFG Stock Holding History

Gideon Capital Advisors’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	-9,735	Closed	-$535K	–	158
2019 Q4	$535K	Buy	9,735 +4,907	+102%	+$269K	0.18%	166
2019 Q3	$276K	Buy	+4,828	New	+$272K	0.09%	244
2019 Q2	–	Sell	-5,133	Closed	-$258K	–	393
2019 Q1	$258K	Buy	+5,133	New	+$254K	0.09%	308
2018 Q3	–	Sell	-6,507	Closed	-$345K	–	461
2018 Q2	$345K	Buy	+6,507	New	+$378K	0.17%	226
2018 Q1	–	Sell	-7,752	Closed	-$547K	–	436
2017 Q4	$547K	Buy	+7,752	New	+$534K	0.48%	47
2017 Q3	–	Sell	-6,906	Closed	-$442K	–	355
2017 Q2	$442K	Buy	+6,906	New	+$438K	0.49%	65
2016 Q1	–	Sell	-18,701	Closed	-$841K	–	214
2015 Q4	$841K	Buy	18,701 +7,024	+60%	+$343K	0.61%	62
2015 Q3	$553K	Buy	+11,677	New	+$605K	0.32%	112
2015 Q1	–	Sell	-34,156	Closed	-$1.77M	–	288
2014 Q4	$1.77M	Buy	+34,156	New	+$1.77M	0.84%	32
2014 Q2	–	Sell	-17,199	Closed	-$791K	–	304
2014 Q1	$791K	Sell	17,199 -34,748	-67%	-$1.59M	0.44%	76
2013 Q4	$2.56M	Buy	+51,947	New	+$2.47M	1.52%	7

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Gideon Capital Advisors's PFG Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Principal Financial Group (PFG) in Q1 2020, closing a stake of 9,735 shares — an estimated $535K sold.

Gideon Capital Advisors first reported a position in PFG in Q4 2013 and held it in 11 quarters. The position peaked at $2.56M in Q4 2013. 565 funds tracked by Wall St. Rank hold PFG as of Q1 2020.

Gideon Capital Advisors reported no remaining Principal Financial Group position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 9,735 Principal Financial Group shares in Q1 2020, an estimated $535K.
Gideon Capital Advisors first reported a position in Principal Financial Group in Q4 2013 and held it in 11 quarters.
Gideon Capital Advisors's Principal Financial Group position peaked at $2.56M in Q4 2013.
565 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.