Keeley Asset Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-7,037
| Closed | -$362K | – | 284 |
|
|
2016
Q3 | $362K | Buy |
+7,037
| New | +$362K | 0.02% | 247 |
|
|
2015
Q2 | – | Sell |
-58,300
| Closed | -$3M | – | 363 |
|
|
2015
Q1 | $3M | Sell |
58,300
-300
| -0.5% | -$15.4K | 0.06% | 155 |
|
|
2014
Q4 | $3.04M | Buy |
58,600
+19,920
| +51% | +$1.03M | 0.06% | 163 |
|
|
2014
Q3 | $2.03M | Hold |
38,680
| – | – | 0.04% | 231 |
|
|
2014
Q2 | $1.95M | Buy |
+38,680
| New | +$1.95M | 0.04% | 250 |
|