MHS
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M Holdings Securities’s Principal Financial Group PFG Stock Holding History

M Holdings Securities’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
2019
Q3 		– Sell
-12,287
Closed -$712K – 168
2019
Q2 		$712K Hold
12,287
– – 0.24% 111
2019
Q1 		$617K Hold
12,287
– – 0.14% 174
2018
Q4 		$543K Buy
12,287
+4,680
+62% +$230K 0.17% 160
2018
Q3 		$446K Buy
7,607
+500
+7% +$27.9K 0.12% 214
2018
Q2 		$376K Buy
+7,107
New +$413K 0.1% 232

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

M Holdings Securities's PFG Position: Q3 2019 in Review

M Holdings Securities sold out of Principal Financial Group (PFG) in Q3 2019, closing a stake of 12,287 shares — an estimated $712K sold.

M Holdings Securities first reported a position in PFG in Q2 2018 and held it in 5 quarters. The position peaked at $712K in Q2 2019. 614 funds tracked by Wall St. Rank hold PFG as of Q3 2019.

  • M Holdings Securities reported no remaining Principal Financial Group position as of Q3 2019 after selling out during the quarter.
  • M Holdings Securities sold 12,287 Principal Financial Group shares in Q3 2019, an estimated $712K.
  • M Holdings Securities first reported a position in Principal Financial Group in Q2 2018 and held it in 5 quarters.
  • M Holdings Securities's Principal Financial Group position peaked at $712K in Q2 2019.
  • 614 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2019.

Based on M Holdings Securities's 13F filing for Q3 2019, filed 4 Nov 2019.