Lombard Odier Asset Management (Europe)’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-3,290
| Closed | -$232K | – | 374 |
|
2017
Q4 | $232K | Sell |
3,290
-488
| -13% | -$34.4K | 0.01% | 332 |
|
2017
Q3 | $243K | Hold |
3,778
| – | – | 0.01% | 344 |
|
2017
Q2 | $242K | Hold |
3,778
| – | – | 0.01% | 340 |
|
2017
Q1 | $238K | Sell |
3,778
-322
| -8% | -$20.3K | 0.01% | 338 |
|
2016
Q4 | $237K | Hold |
4,100
| – | – | 0.09% | 297 |
|
2016
Q3 | $211K | Buy |
+4,100
| New | +$211K | 0.07% | 350 |
|
2015
Q1 | – | Sell |
-5,000
| Closed | -$261K | – | 124 |
|
2014
Q4 | $261K | Buy |
+5,000
| New | +$261K | 0.06% | 156 |
|