M&R Capital Management’s Principal Financial Group PFG Stock Holding History

M&R Capital Management’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 Q2	–	Sell	-94	Closed	-$5K	–	563
2017 Q1	$5K	Hold	94	–	–	﹤0.01%	488
2016 Q4	$5K	Buy	+94	New	+$5.27K	﹤0.01%	484

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

M&R Capital Management's PFG Position: Q2 2017 in Review

M&R Capital Management sold out of Principal Financial Group (PFG) in Q2 2017, closing a stake of 94 shares — an estimated $5K sold.

M&R Capital Management first reported a position in PFG in Q4 2016 and held it in 2 quarters. The position peaked at $5K in Q1 2017. 566 funds tracked by Wall St. Rank hold PFG as of Q2 2017.

M&R Capital Management reported no remaining Principal Financial Group position as of Q2 2017 after selling out during the quarter.
M&R Capital Management sold 94 Principal Financial Group shares in Q2 2017, an estimated $5K.
M&R Capital Management first reported a position in Principal Financial Group in Q4 2016 and held it in 2 quarters.
M&R Capital Management's Principal Financial Group position peaked at $5K in Q1 2017.
566 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2017.

Based on M&R Capital Management's 13F filing for Q2 2017, filed 15 Aug 2017.