Guardian Investor Services’s Principal Financial Group PFG Stock Holding History

Guardian Investor Services’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
2015 Q1	$97K	Hold	1,887	–	–	0.08%	302
2014 Q4	$98K	Sell	1,887 -53	-3%	-$2.75K	0.08%	299
2014 Q3	$102K	Sell	1,940 -105	-5%	-$5.49K	0.08%	278
2014 Q2	$103K	Sell	2,045 -66	-3%	-$3.11K	0.08%	300
2014 Q1	$97K	Sell	2,111 -83	-4%	-$3.8K	0.08%	316
2013 Q4	$108K	Sell	2,194 -16	-0.7%	-$760	0.08%	296
2013 Q3	$95K	Sell	2,210 -31	-1%	-$1.29K	0.08%	305
2013 Q2	$84K	Buy	+2,241	New	+$82K	0.07%	315

Other funds holding PFG

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

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Guardian Investor Services's PFG Position: Q1 2015 in Review

Guardian Investor Services held its Principal Financial Group (PFG) position steady in Q1 2015 at 1,887 shares worth $97K. The position accounts for 0.08% of the portfolio, ranked #302.

Guardian Investor Services first reported a position in PFG in Q2 2013 and has held it in 8 quarters since. The position peaked at $108K in Q4 2013. 415 funds tracked by Wall St. Rank hold PFG as of Q1 2015.

Guardian Investor Services held 1,887 shares of Principal Financial Group worth $97K as of Q1 2015.
Guardian Investor Services left its Principal Financial Group share count unchanged in Q1 2015.
Principal Financial Group made up 0.08% of Guardian Investor Services's portfolio in Q1 2015, its #302 holding.
Guardian Investor Services first reported a position in Principal Financial Group in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Principal Financial Group position peaked at $108K in Q4 2013.
415 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.