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Landaas & Company’s Principal Financial Group PFG Stock Holding History

Landaas & Company’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
Q3 		– Sell
-535
Closed -$28K – 243
2018
Q2 		$28K Buy
+535
New +$31.1K 0.02% 199
2018
Q1 		– Sell
-533
Closed -$38K – 239
2017
Q4 		$38K Buy
533
+1
+0.2% +$69 0.03% 171
2017
Q3 		$34K Buy
+532
New +$34.2K 0.03% 179

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Landaas & Company's PFG Position: Q3 2018 in Review

Landaas & Company sold out of Principal Financial Group (PFG) in Q3 2018, closing a stake of 535 shares — an estimated $28K sold.

Landaas & Company first reported a position in PFG in Q3 2017 and held it in 3 quarters. The position peaked at $38K in Q4 2017. 588 funds tracked by Wall St. Rank hold PFG as of Q3 2018.

  • Landaas & Company reported no remaining Principal Financial Group position as of Q3 2018 after selling out during the quarter.
  • Landaas & Company sold 535 Principal Financial Group shares in Q3 2018, an estimated $28K.
  • Landaas & Company first reported a position in Principal Financial Group in Q3 2017 and held it in 3 quarters.
  • Landaas & Company's Principal Financial Group position peaked at $38K in Q4 2017.
  • 588 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2018.

Based on Landaas & Company's 13F filing for Q3 2018, filed 14 Nov 2018.