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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

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BlackRock
BlackRock New York $5.7T 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return