HCM
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Hilton Capital Management’s Principal Financial Group PFG Stock Holding History

Hilton Capital 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
2019
Q4 		– Sell
-586
Closed -$33K – 248
2019
Q3 		$33K Hold
586
– – ﹤0.01% 220
2019
Q2 		$34K Hold
586
– – ﹤0.01% 249
2019
Q1 		$29K Hold
586
– – ﹤0.01% 264
2018
Q4 		$26K Hold
586
– – ﹤0.01% 219
2018
Q3 		$34K Buy
+586
New +$32.7K 0.01% 211

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hilton Capital Management's PFG Position: Q4 2019 in Review

Hilton Capital Management sold out of Principal Financial Group (PFG) in Q4 2019, closing a stake of 586 shares — an estimated $33K sold.

Hilton Capital Management first reported a position in PFG in Q3 2018 and held it in 5 quarters. The position peaked at $34K in Q2 2019. 612 funds tracked by Wall St. Rank hold PFG as of Q4 2019.

  • Hilton Capital Management reported no remaining Principal Financial Group position as of Q4 2019 after selling out during the quarter.
  • Hilton Capital Management sold 586 Principal Financial Group shares in Q4 2019, an estimated $33K.
  • Hilton Capital Management first reported a position in Principal Financial Group in Q3 2018 and held it in 5 quarters.
  • Hilton Capital Management's Principal Financial Group position peaked at $34K in Q2 2019.
  • 612 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2019.

Based on Hilton Capital Management's 13F filing for Q4 2019, filed 13 Feb 2020.