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Horan Capital Advisors’s Principal Financial Group PFG Stock Holding History

Horan Capital Advisors’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
Q2 		– Sell
-300
Closed -$15K – 196
2019
Q1 		$15K Buy
+300
New +$14.9K 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Horan Capital Advisors's PFG Position: Q2 2019 in Review

Horan Capital Advisors sold out of Principal Financial Group (PFG) in Q2 2019, closing a stake of 300 shares — an estimated $15K sold.

Horan Capital Advisors first reported a position in PFG in Q1 2019 and held it in 1 quarter. The position peaked at $15K in Q1 2019. 610 funds tracked by Wall St. Rank hold PFG as of Q2 2019.

  • Horan Capital Advisors reported no remaining Principal Financial Group position as of Q2 2019 after selling out during the quarter.
  • Horan Capital Advisors sold 300 Principal Financial Group shares in Q2 2019, an estimated $15K.
  • Horan Capital Advisors first reported a position in Principal Financial Group in Q1 2019 and held it in 1 quarter.
  • Horan Capital Advisors's Principal Financial Group position peaked at $15K in Q1 2019.
  • 610 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2019.

Based on Horan Capital Advisors's 13F filing for Q2 2019, filed 26 Jul 2019.