Global X Management Company’s Principal Financial Group PFG Stock Holding History

Global X Management Company’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 Q2	$180K	Sell	3,402 -2,000	-37%	-$116K	﹤0.01%	951
2018 Q1	$329K	Buy	5,402 +139	+3%	+$9.15K	0.01%	755
2017 Q4	$371K	Buy	5,263 +20	+0.4%	+$1.38K	0.01%	632
2017 Q3	$337K	Buy	5,243 +611	+13%	+$39.3K	0.01%	653
2017 Q2	$297K	Buy	4,632 +241	+5%	+$15.3K	0.01%	666
2017 Q1	$277K	Buy	4,391 +993	+29%	+$60.6K	0.01%	650
2016 Q4	$197K	Sell	3,398 -5,359	-61%	-$300K	0.01%	648
2016 Q3	$451K	Buy	8,757 +7,477	+584%	+$350K	0.02%	367
2016 Q2	$53K	Buy	1,280 +710	+125%	+$30K	﹤0.01%	687
2016 Q1	$22K	Buy	570 +511	+866%	+$19.7K	﹤0.01%	771
2015 Q4	$3K	Hold	59	–	–	﹤0.01%	757
2015 Q3	$3K	Buy	59 +3	+5%	+$155	﹤0.01%	849
2015 Q2	$3K	Buy	+56	New	+$2.91K	﹤0.01%	827

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Global X Management Company's PFG Position: Q2 2018 in Review

Global X Management Company reduced its Principal Financial Group (PFG) stake by 37% in Q2 2018, selling an estimated $116K and leaving 3,402 shares worth $180K. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Global X Management Company first reported a position in PFG in Q2 2015 and has held it in 13 quarters since. The position peaked at $451K in Q3 2016. 596 funds tracked by Wall St. Rank hold PFG as of Q2 2018.

Global X Management Company held 3,402 shares of Principal Financial Group worth $180K as of Q2 2018.
Global X Management Company sold 2,000 Principal Financial Group shares in Q2 2018, an estimated $116K.
Principal Financial Group made up ﹤0.01% of Global X Management Company's portfolio in Q2 2018, its #951 holding.
Global X Management Company first reported a position in Principal Financial Group in Q2 2015 and has held it in 13 quarters since.
Global X Management Company's Principal Financial Group position peaked at $451K in Q3 2016.
596 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2018.

Based on Global X Management Company's 13F filing for Q2 2018, filed 16 Aug 2018.