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Integrated Wealth Counsel’s Principal Financial Group PFG Stock Holding History

Integrated Wealth Counsel’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
2016
Q4 		$13K Hold
226
– – 0.03% 143
2016
Q3 		$12K Buy
+226
New +$10.6K 0.03% 139

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Integrated Wealth Counsel's PFG Position: Q4 2016 in Review

Integrated Wealth Counsel held its Principal Financial Group (PFG) position steady in Q4 2016 at 226 shares worth $13K. The position accounts for 0.03% of the portfolio, ranked #143.

Integrated Wealth Counsel first reported a position in PFG in Q3 2016 and has held it in 2 quarters since. 539 funds tracked by Wall St. Rank hold PFG as of Q4 2016.

  • Integrated Wealth Counsel held 226 shares of Principal Financial Group worth $13K as of Q4 2016.
  • Integrated Wealth Counsel left its Principal Financial Group share count unchanged in Q4 2016.
  • Principal Financial Group made up 0.03% of Integrated Wealth Counsel's portfolio in Q4 2016, its #143 holding.
  • Integrated Wealth Counsel first reported a position in Principal Financial Group in Q3 2016 and has held it in 2 quarters since.
  • 539 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.