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Lucus Advisors’s Principal Financial Group PFG Stock Holding History

Lucus Advisors’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
Q1 		$219K Sell
3,588
-1,133
-24% -$74.5K 0.38% 106
2017
Q4 		$333K Buy
+4,721
New +$325K 0.49% 107
2016
Q3 		– Sell
-8,507
Closed -$350K – 275
2016
Q2 		$350K Buy
+8,507
New +$359K 0.29% 110

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lucus Advisors's PFG Position: Q1 2018 in Review

Lucus Advisors reduced its Principal Financial Group (PFG) stake by 24% in Q1 2018, selling an estimated $74.5K and leaving 3,588 shares worth $219K. The position accounts for 0.38% of the portfolio, ranked #106.

Lucus Advisors first reported a position in PFG in Q2 2016 and has held it in 3 quarters since. The position peaked at $350K in Q2 2016. 612 funds tracked by Wall St. Rank hold PFG as of Q1 2018.

  • Lucus Advisors held 3,588 shares of Principal Financial Group worth $219K as of Q1 2018.
  • Lucus Advisors sold 1,133 Principal Financial Group shares in Q1 2018, an estimated $74.5K.
  • Principal Financial Group made up 0.38% of Lucus Advisors's portfolio in Q1 2018, its #106 holding.
  • Lucus Advisors first reported a position in Principal Financial Group in Q2 2016 and has held it in 3 quarters since.
  • Lucus Advisors's Principal Financial Group position peaked at $350K in Q2 2016.
  • 612 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.