HTC
PFG icon

Haverford Trust Company’s Principal Financial Group PFG Stock Holding History

Haverford Trust 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 		– Sell
-5,567
Closed -$339K – 303
2018
Q1 		$339K Buy
5,567
+820
+17% +$54K 0.01% 239
2017
Q4 		$335K Buy
+4,747
New +$327K 0.01% 226

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Haverford Trust Company's PFG Position: Q2 2018 in Review

Haverford Trust Company sold out of Principal Financial Group (PFG) in Q2 2018, closing a stake of 5,567 shares — an estimated $339K sold.

Haverford Trust Company first reported a position in PFG in Q4 2017 and held it in 2 quarters. The position peaked at $339K in Q1 2018. 596 funds tracked by Wall St. Rank hold PFG as of Q2 2018.

  • Haverford Trust Company reported no remaining Principal Financial Group position as of Q2 2018 after selling out during the quarter.
  • Haverford Trust Company sold 5,567 Principal Financial Group shares in Q2 2018, an estimated $339K.
  • Haverford Trust Company first reported a position in Principal Financial Group in Q4 2017 and held it in 2 quarters.
  • Haverford Trust Company's Principal Financial Group position peaked at $339K in Q1 2018.
  • 596 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2018.

Based on Haverford Trust Company's 13F filing for Q2 2018, filed 10 Aug 2018.