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L & S Advisors’s Principal Financial Group PFG Stock Holding History

L & S Advisors’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
Q1 		– Sell
-5,825
Closed -$411K – 319
2017
Q4 		$411K Buy
5,825
+210
+4% +$14.5K 0.06% 211
2017
Q3 		$361K Sell
5,615
-675
-11% -$43.4K 0.06% 194
2017
Q2 		$403K Buy
+6,290
New +$399K 0.07% 190

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

L & S Advisors's PFG Position: Q1 2018 in Review

L & S Advisors sold out of Principal Financial Group (PFG) in Q1 2018, closing a stake of 5,825 shares — an estimated $411K sold.

L & S Advisors first reported a position in PFG in Q2 2017 and held it in 3 quarters. The position peaked at $411K in Q4 2017. 611 funds tracked by Wall St. Rank hold PFG as of Q1 2018.

  • L & S Advisors reported no remaining Principal Financial Group position as of Q1 2018 after selling out during the quarter.
  • L & S Advisors sold 5,825 Principal Financial Group shares in Q1 2018, an estimated $411K.
  • L & S Advisors first reported a position in Principal Financial Group in Q2 2017 and held it in 3 quarters.
  • L & S Advisors's Principal Financial Group position peaked at $411K in Q4 2017.
  • 611 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2018.

Based on L & S Advisors's 13F filing for Q1 2018, filed 14 May 2018.