LYV
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Live Your Vision’s Principal Financial Group PFG Stock Holding History

Live Your Vision’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
Q3 		– Sell
-50
Closed -$3.22K – 301
2017
Q2 		$3K Hold
50
– – ﹤0.01% 254
2017
Q1 		$3K Hold
50
– – ﹤0.01% 264
2016
Q4 		$3K Hold
50
– – ﹤0.01% 257
2016
Q3 		$3K Buy
+50
New +$2.34K ﹤0.01% 250
2015
Q4 		– Sell
-50
Closed -$2K – 216
2015
Q3 		$2K Buy
+50
New +$2.59K ﹤0.01% 283

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Live Your Vision's PFG Position: Q3 2017 in Review

Live Your Vision sold out of Principal Financial Group (PFG) in Q3 2017, closing a stake of 50 shares — an estimated $3.22K sold.

Live Your Vision first reported a position in PFG in Q3 2015 and held it in 5 quarters. The position peaked at $3K in Q2 2017. 559 funds tracked by Wall St. Rank hold PFG as of Q3 2017.

  • Live Your Vision reported no remaining Principal Financial Group position as of Q3 2017 after selling out during the quarter.
  • Live Your Vision sold 50 Principal Financial Group shares in Q3 2017, an estimated $3.22K.
  • Live Your Vision first reported a position in Principal Financial Group in Q3 2015 and held it in 5 quarters.
  • Live Your Vision's Principal Financial Group position peaked at $3K in Q2 2017.
  • 559 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2017.

Based on Live Your Vision's 13F filing for Q3 2017, filed 13 Nov 2017.