KJWM
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Kiley Juergens Wealth Management’s Principal Financial Group PFG Stock Holding History

Kiley Juergens Wealth 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
2018
Q4 		– Sell
-1,617
Closed -$94K – 471
2018
Q3 		$94K Hold
1,617
– – 0.07% 162
2018
Q2 		$85K Buy
+1,617
New +$94K 0.08% 152
2018
Q1 		– Sell
-1,617
Closed -$114K – 452
2017
Q4 		$114K Buy
+1,617
New +$111K 0.1% 116

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.38T AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kiley Juergens Wealth Management's PFG Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Principal Financial Group (PFG) in Q4 2018, closing a stake of 1,617 shares — an estimated $94K sold.

Kiley Juergens Wealth Management first reported a position in PFG in Q4 2017 and held it in 3 quarters. The position peaked at $114K in Q4 2017. 573 funds tracked by Wall St. Rank hold PFG as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Principal Financial Group position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 1,617 Principal Financial Group shares in Q4 2018, an estimated $94K.
  • Kiley Juergens Wealth Management first reported a position in Principal Financial Group in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Principal Financial Group position peaked at $114K in Q4 2017.
  • 573 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.