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HCP
PFG icon

Holt Capital Partners’s Principal Financial Group PFG Stock Holding History

Holt Capital Partners’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Shares
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
– Sell
-310
Closed -$16K – 244
2014
Q4
$16K Buy
+310
New +$16.1K 0.01% 223
2014
Q3
– Sell
-310
Closed -$16K – 162
2014
Q2
$16K Hold
310
– – 0.01% 198
2014
Q1
$14K Hold
310
– – 0.01% 197
2013
Q4
$15K Buy
+310
New +$14.7K 0.01% 198

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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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