HWP
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Hefty Wealth Partners’s Principal Financial Group PFG Stock Holding History

Hefty Wealth Partners’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
Q2 		– Sell
-18,865
Closed -$744K – 228
2016
Q1 		$744K Buy
18,865
+3,188
+20% +$123K 0.7% 58
2015
Q4 		$705K Buy
+15,677
New +$765K 0.67% 51

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Wellington Management Group
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Harris Associates
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Hefty Wealth Partners's PFG Position: Q2 2016 in Review

Hefty Wealth Partners sold out of Principal Financial Group (PFG) in Q2 2016, closing a stake of 18,865 shares — an estimated $744K sold.

Hefty Wealth Partners first reported a position in PFG in Q4 2015 and held it in 2 quarters. The position peaked at $744K in Q1 2016. 466 funds tracked by Wall St. Rank hold PFG as of Q2 2016.

  • Hefty Wealth Partners reported no remaining Principal Financial Group position as of Q2 2016 after selling out during the quarter.
  • Hefty Wealth Partners sold 18,865 Principal Financial Group shares in Q2 2016, an estimated $744K.
  • Hefty Wealth Partners first reported a position in Principal Financial Group in Q4 2015 and held it in 2 quarters.
  • Hefty Wealth Partners's Principal Financial Group position peaked at $744K in Q1 2016.
  • 466 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2016.

Based on Hefty Wealth Partners's 13F filing for Q2 2016, filed 11 Jul 2016.