Mainstay Capital Management’s Principal Financial Group PFG Stock Holding History

Mainstay 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
2020 Q2	–	Sell	-30,467	Closed	-$912K	–	115
2020 Q1	$912K	Sell	30,467 -1,855	-6%	-$87.8K	0.29%	54
2019 Q4	$1.78M	Buy	32,322 +2,740	+9%	+$150K	0.41%	33
2019 Q3	$1.69M	Buy	29,582 +1,575	+6%	+$88.7K	0.93%	25
2019 Q2	$1.62M	Buy	28,007 +4,080	+17%	+$225K	0.85%	26
2019 Q1	$1.21M	Sell	23,927 -1,435	-6%	-$71.1K	0.92%	33
2018 Q4	$1.09M	Sell	25,362 -2,770	-10%	-$136K	0.79%	41
2018 Q3	$1.65M	Sell	28,132 -1,458	-5%	-$81.3K	1.04%	25
2018 Q2	$1.57M	Sell	29,590 -1,937	-6%	-$113K	1.24%	21
2018 Q1	$1.92M	Sell	31,527 -1,196	-4%	-$78.7K	1.46%	20
2017 Q4	$2.31M	Buy	+32,723	New	+$2.25M	1.91%	9

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mainstay Capital Management's PFG Position: Q2 2020 in Review

Mainstay Capital Management sold out of Principal Financial Group (PFG) in Q2 2020, closing a stake of 30,467 shares — an estimated $912K sold.

Mainstay Capital Management first reported a position in PFG in Q4 2017 and held it in 10 quarters. The position peaked at $2.31M in Q4 2017. 569 funds tracked by Wall St. Rank hold PFG as of Q2 2020.

Mainstay Capital Management reported no remaining Principal Financial Group position as of Q2 2020 after selling out during the quarter.
Mainstay Capital Management sold 30,467 Principal Financial Group shares in Q2 2020, an estimated $912K.
Mainstay Capital Management first reported a position in Principal Financial Group in Q4 2017 and held it in 10 quarters.
Mainstay Capital Management's Principal Financial Group position peaked at $2.31M in Q4 2017.
569 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2020.

Based on Mainstay Capital Management's 13F filing for Q2 2020, filed 23 Jul 2020.