IBEX Wealth Advisors’s Principal Financial Group PFG Stock Holding History

IBEX Wealth 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
2020 Q3	–	Sell	-10,154	Closed	-$421K	–	106
2020 Q2	$421K	Sell	10,154 -373	-4%	-$13.6K	0.14%	88
2020 Q1	$329K	Sell	10,527 -307	-3%	-$14.5K	0.13%	83
2019 Q4	$596K	Sell	10,834 -1,025	-9%	-$56.1K	0.18%	91
2019 Q3	$678K	Sell	11,859 -60	-0.5%	-$3.38K	0.23%	88
2019 Q2	$690K	Sell	11,919 -65	-0.5%	-$3.58K	0.2%	110
2019 Q1	$601K	Buy	+11,984	New	+$594K	0.21%	93
2017 Q1	–	Sell	-149	Closed	-$9K	–	290
2016 Q4	$9K	Buy	+149	New	+$8.35K	﹤0.01%	305

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

IBEX Wealth Advisors's PFG Position: Q3 2020 in Review

IBEX Wealth Advisors sold out of Principal Financial Group (PFG) in Q3 2020, closing a stake of 10,154 shares — an estimated $421K sold.

IBEX Wealth Advisors first reported a position in PFG in Q4 2016 and held it in 7 quarters. The position peaked at $690K in Q2 2019. 569 funds tracked by Wall St. Rank hold PFG as of Q3 2020.

IBEX Wealth Advisors reported no remaining Principal Financial Group position as of Q3 2020 after selling out during the quarter.
IBEX Wealth Advisors sold 10,154 Principal Financial Group shares in Q3 2020, an estimated $421K.
IBEX Wealth Advisors first reported a position in Principal Financial Group in Q4 2016 and held it in 7 quarters.
IBEX Wealth Advisors's Principal Financial Group position peaked at $690K in Q2 2019.
569 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2020.

Based on IBEX Wealth Advisors's 13F filing for Q3 2020, filed 23 Oct 2020.