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Horizon Investment Services’s Principal Financial Group PFG Stock Holding History

Horizon Investment 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
-3,498
Closed -$213K – 106
2018
Q1 		$213K Sell
3,498
-132
-4% -$8.69K 0.1% 96
2017
Q4 		$256K Sell
3,630
-1,025
-22% -$70.6K 0.11% 92
2017
Q3 		$300K Buy
4,655
+352
+8% +$22.6K 0.13% 85
2017
Q2 		$276K Sell
4,303
-30
-0.7% -$1.9K 0.12% 89
2017
Q1 		$273K Buy
+4,333
New +$264K 0.12% 97
2015
Q3 		– Sell
-3,900
Closed -$200K – 120
2015
Q2 		$200K Sell
3,900
-376
-9% -$19.5K 0.08% 126
2015
Q1 		$220K Buy
+4,276
New +$215K 0.09% 130
2014
Q4 		– Sell
-4,416
Closed -$232K – 139
2014
Q3 		$232K Buy
+4,416
New +$231K 0.12% 112

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

Horizon Investment Services's PFG Position: Q2 2018 in Review

Horizon Investment Services sold out of Principal Financial Group (PFG) in Q2 2018, closing a stake of 3,498 shares — an estimated $213K sold.

Horizon Investment Services first reported a position in PFG in Q3 2014 and held it in 8 quarters. The position peaked at $300K in Q3 2017. 596 funds tracked by Wall St. Rank hold PFG as of Q2 2018.

  • Horizon Investment Services reported no remaining Principal Financial Group position as of Q2 2018 after selling out during the quarter.
  • Horizon Investment Services sold 3,498 Principal Financial Group shares in Q2 2018, an estimated $213K.
  • Horizon Investment Services first reported a position in Principal Financial Group in Q3 2014 and held it in 8 quarters.
  • Horizon Investment Services's Principal Financial Group position peaked at $300K in Q3 2017.
  • 596 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2018.

Based on Horizon Investment Services's 13F filing for Q2 2018, filed 13 Aug 2018.