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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 $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

Lowe Brockenbrough & Co's PFG Position: Q3 2017 in Review

Lowe Brockenbrough & Co sold out of Principal Financial Group (PFG) in Q3 2017, closing a stake of 3,350 shares — an estimated $215K sold.

Lowe Brockenbrough & Co first reported a position in PFG in Q2 2014 and held it in 8 quarters. The position peaked at $5.14M in Q2 2015. 559 funds tracked by Wall St. Rank hold PFG as of Q3 2017.

  • Lowe Brockenbrough & Co reported no remaining Principal Financial Group position as of Q3 2017 after selling out during the quarter.
  • Lowe Brockenbrough & Co sold 3,350 Principal Financial Group shares in Q3 2017, an estimated $215K.
  • Lowe Brockenbrough & Co first reported a position in Principal Financial Group in Q2 2014 and held it in 8 quarters.
  • Lowe Brockenbrough & Co's Principal Financial Group position peaked at $5.14M in Q2 2015.
  • 559 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2017.

Based on Lowe Brockenbrough & Co's 13F filing for Q3 2017, filed 7 Nov 2017.