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Leuthold Group’s Principal Financial Group PFG Stock Holding History

Leuthold Group’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
Q2 		– Sell
-68,045
Closed -$4.14M – 228
2018
Q1 		$4.14M Sell
68,045
-10,134
-13% -$667K 0.47% 81
2017
Q4 		$5.52M Sell
78,179
-1,619
-2% -$112K 0.55% 68
2017
Q3 		$5.13M Sell
79,798
-1,708
-2% -$110K 0.52% 69
2017
Q2 		$5.22M Sell
81,506
-2,743
-3% -$174K 0.56% 61
2017
Q1 		$5.32M Sell
84,249
-1,963
-2% -$120K 0.57% 56
2016
Q4 		$4.99M Buy
+86,212
New +$4.83M 0.56% 63

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Leuthold Group's PFG Position: Q2 2018 in Review

Leuthold Group sold out of Principal Financial Group (PFG) in Q2 2018, closing a stake of 68,045 shares — an estimated $4.14M sold.

Leuthold Group first reported a position in PFG in Q4 2016 and held it in 6 quarters. The position peaked at $5.52M in Q4 2017. 597 funds tracked by Wall St. Rank hold PFG as of Q2 2018.

  • Leuthold Group reported no remaining Principal Financial Group position as of Q2 2018 after selling out during the quarter.
  • Leuthold Group sold 68,045 Principal Financial Group shares in Q2 2018, an estimated $4.14M.
  • Leuthold Group first reported a position in Principal Financial Group in Q4 2016 and held it in 6 quarters.
  • Leuthold Group's Principal Financial Group position peaked at $5.52M in Q4 2017.
  • 597 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2018.

Based on Leuthold Group's 13F filing for Q2 2018, filed 14 Aug 2018.