JIR
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James Investment Research’s Principal Financial Group PFG Stock Holding History

James Investment Research’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
Q3 		– Sell
-4,850
Closed -$257K – 843
2018
Q2 		$257K Sell
4,850
-43,298
-90% -$2.52M 0.01% 567
2018
Q1 		$2.93M Sell
48,148
-127,295
-73% -$8.38M 0.11% 179
2017
Q4 		$12.4M Sell
175,443
-38,014
-18% -$2.62M 0.42% 54
2017
Q3 		$13.7M Buy
213,457
+1,696
+0.8% +$109K 0.46% 56
2017
Q2 		$13.6M Buy
211,761
+17,424
+9% +$1.11M 0.42% 66
2017
Q1 		$12.3M Sell
194,337
-862
-0.4% -$52.6K 0.34% 93
2016
Q4 		$11.3M Buy
+195,199
New +$10.9M 0.29% 117

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $5.11B AUM 14.44% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return