IFS
PFG icon

Ifrah Financial Services’s Principal Financial Group PFG Stock Holding History

Ifrah Financial 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
-4,171
Closed -$254K – 209
2018
Q1 		$254K Buy
4,171
+23
+0.6% +$1.51K 0.09% 166
2017
Q4 		$293K Buy
4,148
+87
+2% +$5.99K 0.11% 153
2017
Q3 		$261K Buy
4,061
+7
+0.2% +$450 0.1% 163
2017
Q2 		$260K Sell
4,054
-19
-0.5% -$1.21K 0.1% 157
2017
Q1 		$257K Sell
4,073
-182
-4% -$11.1K 0.1% 163
2016
Q4 		$246K Sell
4,255
-162
-4% -$9.08K 0.1% 167
2016
Q3 		$228K Sell
4,417
-2,140
-33% -$100K 0.09% 168
2016
Q2 		$270K Buy
+6,557
New +$277K 0.11% 150
2015
Q4 		– Sell
-4,668
Closed -$221K – 198
2015
Q3 		$221K Sell
4,668
-8
-0.2% -$415 0.09% 172
2015
Q2 		$240K Sell
4,676
-63
-1% -$3.27K 0.09% 173
2015
Q1 		$243K Buy
+4,739
New +$238K 0.09% 173

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 $3.37T AUM 44.26% 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

Ifrah Financial Services's PFG Position: Q2 2018 in Review

Ifrah Financial Services sold out of Principal Financial Group (PFG) in Q2 2018, closing a stake of 4,171 shares — an estimated $254K sold.

Ifrah Financial Services first reported a position in PFG in Q1 2015 and held it in 11 quarters. The position peaked at $293K in Q4 2017. 596 funds tracked by Wall St. Rank hold PFG as of Q2 2018.

  • Ifrah Financial Services reported no remaining Principal Financial Group position as of Q2 2018 after selling out during the quarter.
  • Ifrah Financial Services sold 4,171 Principal Financial Group shares in Q2 2018, an estimated $254K.
  • Ifrah Financial Services first reported a position in Principal Financial Group in Q1 2015 and held it in 11 quarters.
  • Ifrah Financial Services's Principal Financial Group position peaked at $293K in Q4 2017.
  • 596 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2018.

Based on Ifrah Financial Services's 13F filing for Q2 2018, filed 1 Aug 2018.