Icon Advisers’s Principal Financial Group PFG Stock Holding History

Icon Advisers’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 Q1	–	Sell	-37,053	Closed	-$1.64M	–	317
2018 Q4	$1.64M	Hold	37,053	–	–	0.17%	135
2018 Q3	$2.17M	Buy	37,053 +8,253	+29%	+$460K	0.18%	127
2018 Q2	$1.52M	Buy	+28,800	New	+$1.67M	0.12%	163
2013 Q3	–	Sell	-9,200	Closed	-$345K	–	357
2013 Q2	$345K	Buy	+9,200	New	+$337K	0.03%	297

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Icon Advisers's PFG Position: Q1 2019 in Review

Icon Advisers sold out of Principal Financial Group (PFG) in Q1 2019, closing a stake of 37,053 shares — an estimated $1.64M sold.

Icon Advisers first reported a position in PFG in Q2 2013 and held it in 4 quarters. The position peaked at $2.17M in Q3 2018. 592 funds tracked by Wall St. Rank hold PFG as of Q1 2019.

Icon Advisers reported no remaining Principal Financial Group position as of Q1 2019 after selling out during the quarter.
Icon Advisers sold 37,053 Principal Financial Group shares in Q1 2019, an estimated $1.64M.
Icon Advisers first reported a position in Principal Financial Group in Q2 2013 and held it in 4 quarters.
Icon Advisers's Principal Financial Group position peaked at $2.17M in Q3 2018.
592 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2019.

Based on Icon Advisers's 13F filing for Q1 2019, filed 1 May 2019.