Gupta Wealth Management’s Principal Financial Group PFG Stock Holding History

Gupta Wealth 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
2016 Q1	$2K	Buy	+60	New	+$2.31K	﹤0.01%	1074

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Gupta Wealth Management's PFG Position: Q1 2016 in Review

Gupta Wealth Management opened a new position in Principal Financial Group (PFG) in Q1 2016: 60 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1074 among its holdings.

456 funds tracked by Wall St. Rank hold PFG as of Q1 2016.

Gupta Wealth Management held 60 shares of Principal Financial Group worth $2K as of Q1 2016.
Principal Financial Group was a new Gupta Wealth Management position in Q1 2016.
Principal Financial Group made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1074 holding.
456 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.