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Integrated Investment Consultants’s Principal Financial Group PFG Stock Holding History

Integrated Investment Consultants’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
-550
Closed -$34K – 549
2018
Q1 		$34K Buy
+550
New +$36.2K 0.01% 482
2017
Q3 		$35K Hold
550
– – 0.02% 422
2017
Q2 		$35K Buy
+550
New +$34.9K 0.02% 419

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Integrated Investment Consultants's PFG Position: Q2 2018 in Review

Integrated Investment Consultants sold out of Principal Financial Group (PFG) in Q2 2018, closing a stake of 550 shares — an estimated $34K sold.

Integrated Investment Consultants first reported a position in PFG in Q2 2017 and held it in 3 quarters. The position peaked at $35K in Q3 2017. 596 funds tracked by Wall St. Rank hold PFG as of Q2 2018.

  • Integrated Investment Consultants reported no remaining Principal Financial Group position as of Q2 2018 after selling out during the quarter.
  • Integrated Investment Consultants sold 550 Principal Financial Group shares in Q2 2018, an estimated $34K.
  • Integrated Investment Consultants first reported a position in Principal Financial Group in Q2 2017 and held it in 3 quarters.
  • Integrated Investment Consultants's Principal Financial Group position peaked at $35K in Q3 2017.
  • 596 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.