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McAdam LLC’s Principal Financial Group PFG Stock Holding History

McAdam LLC’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
2018
Q4 		– Sell
-908
Closed -$53K – 447
2018
Q3 		$53K Buy
908
+232
+34% +$12.9K 0.02% 164
2018
Q2 		$36K Buy
676
+105
+18% +$6.1K 0.01% 182
2018
Q1 		$35K Buy
+571
New +$37.6K 0.02% 189

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

McAdam LLC's PFG Position: Q4 2018 in Review

McAdam LLC sold out of Principal Financial Group (PFG) in Q4 2018, closing a stake of 908 shares — an estimated $53K sold.

McAdam LLC first reported a position in PFG in Q1 2018 and held it in 3 quarters. The position peaked at $53K in Q3 2018. 572 funds tracked by Wall St. Rank hold PFG as of Q4 2018.

  • McAdam LLC reported no remaining Principal Financial Group position as of Q4 2018 after selling out during the quarter.
  • McAdam LLC sold 908 Principal Financial Group shares in Q4 2018, an estimated $53K.
  • McAdam LLC first reported a position in Principal Financial Group in Q1 2018 and held it in 3 quarters.
  • McAdam LLC's Principal Financial Group position peaked at $53K in Q3 2018.
  • 572 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.