Ken Fisher
PFG icon

Ken Fisher’s Principal Financial Group PFG Stock Holding History

Ken Fisher’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
2016
Q1 		– Sell
-20,752
Closed -$933K – 717
2015
Q4 		$933K Buy
20,752
+727
+4% +$35.5K ﹤0.01% 518
2015
Q3 		$948K Buy
+20,025
New +$1.04M ﹤0.01% 497

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ken Fisher's PFG Position: Q1 2016 in Review

Ken Fisher sold out of Principal Financial Group (PFG) in Q1 2016, closing a stake of 20,752 shares — an estimated $933K sold.

Ken Fisher first reported a position in PFG in Q3 2015 and held it in 2 quarters. The position peaked at $948K in Q3 2015. 457 funds tracked by Wall St. Rank hold PFG as of Q1 2016.

  • Ken Fisher reported no remaining Principal Financial Group position as of Q1 2016 after selling out during the quarter.
  • Ken Fisher sold 20,752 Principal Financial Group shares in Q1 2016, an estimated $933K.
  • Ken Fisher first reported a position in Principal Financial Group in Q3 2015 and held it in 2 quarters.
  • Ken Fisher's Principal Financial Group position peaked at $948K in Q3 2015.
  • 457 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2016.

Based on Fisher Asset Management's 13F filing for Q1 2016, filed 18 Apr 2016.