Magnus Financial Group’s Principal Financial Group PFG Stock Holding History

Magnus Financial Group’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
2020 Q1	–	Sell	-5,306	Closed	-$292K	–	651
2019 Q4	$292K	Buy	5,306 +13	+0.2%	+$712	0.04%	313
2019 Q3	$302K	Hold	5,293	–	–	0.06%	252
2019 Q2	$307K	Hold	5,293	–	–	0.06%	240
2019 Q1	$266K	Buy	5,293 +713	+16%	+$35.3K	0.05%	294
2018 Q4	$202K	Buy	+4,580	New	+$225K	0.05%	361

Other funds holding PFG

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

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Magnus Financial Group's PFG Position: Q1 2020 in Review

Magnus Financial Group sold out of Principal Financial Group (PFG) in Q1 2020, closing a stake of 5,306 shares — an estimated $292K sold.

Magnus Financial Group first reported a position in PFG in Q4 2018 and held it in 5 quarters. The position peaked at $307K in Q2 2019. 564 funds tracked by Wall St. Rank hold PFG as of Q1 2020.

Magnus Financial Group reported no remaining Principal Financial Group position as of Q1 2020 after selling out during the quarter.
Magnus Financial Group sold 5,306 Principal Financial Group shares in Q1 2020, an estimated $292K.
Magnus Financial Group first reported a position in Principal Financial Group in Q4 2018 and held it in 5 quarters.
Magnus Financial Group's Principal Financial Group position peaked at $307K in Q2 2019.
564 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2020.

Based on Magnus Financial Group's 13F filing for Q1 2020, filed 11 May 2020.