LBC
PFG icon

Lowe Brockenbrough & Co’s Principal Financial Group PFG Stock Holding History

Lowe Brockenbrough & Co’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
-3,350
Closed -$215K – 201
2017
Q2 		$215K Hold
3,350
– – 0.03% 190
2017
Q1 		$211K Buy
+3,350
New +$204K 0.03% 189
2015
Q4 		– Sell
-99,962
Closed -$4.73M – 189
2015
Q3 		$4.73M Sell
99,962
-345
-0.3% -$17.9K 0.83% 49
2015
Q2 		$5.14M Buy
100,307
+580
+0.6% +$30.1K 0.83% 48
2015
Q1 		$5.12M Buy
99,727
+8,965
+10% +$451K 0.81% 47
2014
Q4 		$4.71M Sell
90,762
-1,275
-1% -$66.1K 0.75% 50
2014
Q3 		$4.83M Buy
92,037
+1,997
+2% +$104K 0.77% 53
2014
Q2 		$4.54M Buy
+90,040
New +$4.24M 0.73% 55

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM