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HL Financial Services’s Principal Financial Group PFG Stock Holding History

HL Financial 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
2018
Q2 		– Sell
-3,540
Closed -$216K – 691
2018
Q1 		$216K Buy
3,540
+6
+0.2% +$395 ﹤0.01% 652
2017
Q4 		$249K Hold
3,534
– – ﹤0.01% 550
2017
Q3 		$227K Sell
3,534
-720
-17% -$46.3K ﹤0.01% 628
2017
Q2 		$273K Buy
4,254
+925
+28% +$58.7K 0.01% 602
2017
Q1 		$210K Sell
3,329
-552
-14% -$33.7K ﹤0.01% 632
2016
Q4 		$225K Buy
3,881
+4
+0.1% +$224 ﹤0.01% 619
2016
Q3 		$200K Buy
+3,877
New +$181K ﹤0.01% 627

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

HL Financial Services's PFG Position: Q2 2018 in Review

HL Financial Services sold out of Principal Financial Group (PFG) in Q2 2018, closing a stake of 3,540 shares — an estimated $216K sold.

HL Financial Services first reported a position in PFG in Q3 2016 and held it in 7 quarters. The position peaked at $273K in Q2 2017. 596 funds tracked by Wall St. Rank hold PFG as of Q2 2018.

  • HL Financial Services reported no remaining Principal Financial Group position as of Q2 2018 after selling out during the quarter.
  • HL Financial Services sold 3,540 Principal Financial Group shares in Q2 2018, an estimated $216K.
  • HL Financial Services first reported a position in Principal Financial Group in Q3 2016 and held it in 7 quarters.
  • HL Financial Services's Principal Financial Group position peaked at $273K in Q2 2017.
  • 596 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2018.

Based on HL Financial Services's 13F filing for Q2 2018, filed 6 Aug 2018.