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Julex Capital Management’s Principal Financial Group PFG Stock Holding History

Julex Capital Management’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
2019
Q3 		– Sell
-14
Closed – – 226
2019
Q2 		$0 Sell
14
-14
-50% -$772 ﹤0.01% 200
2019
Q1 		$1.41K Buy
+28
New +$1.39K ﹤0.01% 120

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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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Julex Capital Management's PFG Position: Q3 2019 in Review

Julex Capital Management sold out of Principal Financial Group (PFG) in Q3 2019, closing a stake of 14 shares.

Julex Capital Management first reported a position in PFG in Q1 2019 and held it in 2 quarters. The position peaked at $1.41K in Q1 2019. 615 funds tracked by Wall St. Rank hold PFG as of Q3 2019.

  • Julex Capital Management reported no remaining Principal Financial Group position as of Q3 2019 after selling out during the quarter.
  • Julex Capital Management sold 14 Principal Financial Group shares in Q3 2019.
  • Julex Capital Management first reported a position in Principal Financial Group in Q1 2019 and held it in 2 quarters.
  • Julex Capital Management's Principal Financial Group position peaked at $1.41K in Q1 2019.
  • 615 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.