KLI
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Kelman-Lazarov Inc’s Principal Financial Group PFG Stock Holding History

Kelman-Lazarov Inc’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
Q1 		– Sell
-930
Closed -$53.8K – 207
2016
Q4 		$53.8K Hold
930
– – 0.03% 156
2016
Q3 		$47.6K Hold
930
– – 0.03% 179
2016
Q2 		$38.3K Hold
930
– – 0.02% 185
2016
Q1 		$37K Buy
+930
New +$35.8K 0.02% 203

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kelman-Lazarov Inc's PFG Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of Principal Financial Group (PFG) in Q1 2017, closing a stake of 930 shares — an estimated $53.8K sold.

Kelman-Lazarov Inc first reported a position in PFG in Q1 2016 and held it in 4 quarters. The position peaked at $53.8K in Q4 2016. 534 funds tracked by Wall St. Rank hold PFG as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining Principal Financial Group position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 930 Principal Financial Group shares in Q1 2017, an estimated $53.8K.
  • Kelman-Lazarov Inc first reported a position in Principal Financial Group in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's Principal Financial Group position peaked at $53.8K in Q4 2016.
  • 534 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.