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Marino Stram & Associates’s Principal Financial Group PFG Stock Holding History

Marino Stram & Associates’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
Q2 		– Sell
-1,194
Closed -$60K – 430
2019
Q1 		$60K Hold
1,194
– – 0.04% 145
2018
Q4 		$53K Hold
1,194
– – 0.05% 149
2018
Q3 		$70K Hold
1,194
– – 0.06% 149
2018
Q2 		$63K Hold
1,194
– – 0.06% 150
2018
Q1 		$73K Hold
1,194
– – 0.07% 142
2017
Q4 		$84K Buy
+1,194
New +$82.3K 0.08% 133

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Marino Stram & Associates's PFG Position: Q2 2019 in Review

Marino Stram & Associates sold out of Principal Financial Group (PFG) in Q2 2019, closing a stake of 1,194 shares — an estimated $60K sold.

Marino Stram & Associates first reported a position in PFG in Q4 2017 and held it in 6 quarters. The position peaked at $84K in Q4 2017. 610 funds tracked by Wall St. Rank hold PFG as of Q2 2019.

  • Marino Stram & Associates reported no remaining Principal Financial Group position as of Q2 2019 after selling out during the quarter.
  • Marino Stram & Associates sold 1,194 Principal Financial Group shares in Q2 2019, an estimated $60K.
  • Marino Stram & Associates first reported a position in Principal Financial Group in Q4 2017 and held it in 6 quarters.
  • Marino Stram & Associates's Principal Financial Group position peaked at $84K in Q4 2017.
  • 610 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.