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LBA Wealth Management’s Principal Financial Group PFG Stock Holding History

LBA 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
2017
Q1 		$14K Hold
218
– – 0.01% 302
2016
Q4 		$13K Buy
+218
New +$12.2K 0.01% 302

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 $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LBA Wealth Management's PFG Position: Q1 2017 in Review

LBA Wealth Management held its Principal Financial Group (PFG) position steady in Q1 2017 at 218 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #302.

LBA Wealth Management first reported a position in PFG in Q4 2016 and has held it in 2 quarters since. 534 funds tracked by Wall St. Rank hold PFG as of Q1 2017.

  • LBA Wealth Management held 218 shares of Principal Financial Group worth $14K as of Q1 2017.
  • LBA Wealth Management left its Principal Financial Group share count unchanged in Q1 2017.
  • Principal Financial Group made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #302 holding.
  • LBA Wealth Management first reported a position in Principal Financial Group in Q4 2016 and has held it in 2 quarters since.
  • 534 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.