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Invictus RG’s Principal Financial Group PFG Stock Holding History

Invictus RG’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
2017
Q4 		– Sell
-4,439
Closed -$286K – 439
2017
Q3 		$286K Buy
4,439
+2,408
+119% +$155K 0.26% 169
2017
Q2 		$130K Buy
2,031
+1,304
+179% +$82.7K 0.09% 360
2017
Q1 		$46K Buy
+727
New +$44.3K 0.03% 528
2016
Q4 		– Sell
-2,175
Closed -$112K – 733
2016
Q3 		$112K Buy
+2,175
New +$102K 0.09% 400

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invictus RG's PFG Position: Q4 2017 in Review

Invictus RG sold out of Principal Financial Group (PFG) in Q4 2017, closing a stake of 4,439 shares — an estimated $286K sold.

Invictus RG first reported a position in PFG in Q3 2016 and held it in 4 quarters. The position peaked at $286K in Q3 2017. 631 funds tracked by Wall St. Rank hold PFG as of Q4 2017.

  • Invictus RG reported no remaining Principal Financial Group position as of Q4 2017 after selling out during the quarter.
  • Invictus RG sold 4,439 Principal Financial Group shares in Q4 2017, an estimated $286K.
  • Invictus RG first reported a position in Principal Financial Group in Q3 2016 and held it in 4 quarters.
  • Invictus RG's Principal Financial Group position peaked at $286K in Q3 2017.
  • 631 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2017.

Based on Invictus RG's 13F filing for Q4 2017, filed 13 Feb 2018.