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Lourd Capital’s Principal Financial Group PFG Stock Holding History

Lourd Capital’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
Q4 		– Sell
-3,595
Closed -$211K – 332
2018
Q3 		$211K Buy
+3,595
New +$200K 0.01% 301
2018
Q1 		– Sell
-3,715
Closed -$262K – 273
2017
Q4 		$262K Buy
+3,715
New +$256K 0.02% 267

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lourd Capital's PFG Position: Q4 2018 in Review

Lourd Capital sold out of Principal Financial Group (PFG) in Q4 2018, closing a stake of 3,595 shares — an estimated $211K sold.

Lourd Capital first reported a position in PFG in Q4 2017 and held it in 2 quarters. The position peaked at $262K in Q4 2017. 572 funds tracked by Wall St. Rank hold PFG as of Q4 2018.

  • Lourd Capital reported no remaining Principal Financial Group position as of Q4 2018 after selling out during the quarter.
  • Lourd Capital sold 3,595 Principal Financial Group shares in Q4 2018, an estimated $211K.
  • Lourd Capital first reported a position in Principal Financial Group in Q4 2017 and held it in 2 quarters.
  • Lourd Capital's Principal Financial Group position peaked at $262K in Q4 2017.
  • 572 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2018.

Based on Lourd Capital's 13F filing for Q4 2018, filed 17 Jan 2019.