IAM
Impax Asset Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $4.53M | Buy |
85,559
+15,650
| +22% | +$829K | 0.27% | 107 |
|
|
2018
Q1 | $4.26M | Buy |
69,909
+19,376
| +38% | +$1.18M | 0.25% | 105 |
|
|
2017
Q4 | $3.57M | Buy |
50,533
+5,961
| +13% | +$421K | 0.2% | 111 |
|
|
2017
Q3 | $2.87M | Hold |
44,572
| – | – | 0.16% | 110 |
|
|
2017
Q2 | $2.86M | Buy |
+44,572
| New | +$2.86M | 0.16% | 107 |
|
|
2014
Q4 | – | Sell |
-18,698
| Closed | -$981K | – | 202 |
|
|
2014
Q3 | $981K | Buy |
18,698
+3,378
| +22% | +$177K | 0.06% | 163 |
|
|
2014
Q2 | $773K | Buy |
+15,320
| New | +$773K | 0.05% | 166 |
|