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Moneta Group Investment Advisors’s Principal Financial Group PFG Stock Holding History

Moneta Group Investment Advisors’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
Q3 		– Sell
-53,587
Closed -$2.23M – 288
2020
Q2 		$2.23M Buy
53,587
+13
+0% +$474 0.21% 78
2020
Q1 		$1.68M Sell
53,574
-2,881
-5% -$136K 0.17% 86
2019
Q4 		$3.1M Sell
56,455
-160
-0.3% -$8.76K 0.26% 64
2019
Q3 		$3.23M Buy
56,615
+520
+0.9% +$29.3K 0.3% 61
2019
Q2 		$3.25M Sell
56,095
-12
-0% -$661 0.32% 53
2019
Q1 		$2.82M Sell
56,107
-17
-0% -$843 0.29% 61
2018
Q4 		$2.48M Sell
56,124
-2,204
-4% -$108K 0.3% 62
2018
Q3 		$3.42M Sell
58,328
-7,000
-11% -$390K 0.35% 55
2018
Q2 		$3.46M Buy
65,328
+4,528
+7% +$263K 0.39% 43
2018
Q1 		$3.7M Buy
60,800
+2,598
+4% +$171K 0.49% 32
2017
Q4 		$4.11M Buy
58,202
+542
+0.9% +$37.3K 0.62% 20
2017
Q3 		$3.71M Sell
57,660
-6,705
-10% -$431K 0.58% 26
2017
Q2 		$4.12M Buy
64,365
+2,880
+5% +$183K 0.67% 20
2017
Q1 		$3.88M Buy
61,485
+150
+0.2% +$9.15K 0.77% 21
2016
Q4 		$3.55M Sell
61,335
-2,800
-4% -$157K 0.73% 21
2016
Q3 		$3.3M Sell
64,135
-10,895
-15% -$509K 0.75% 22
2016
Q2 		$3.08M Buy
75,030
+3,350
+5% +$141K 0.67% 26
2016
Q1 		$2.83M Buy
71,680
+7,395
+12% +$285K 0.63% 26
2015
Q4 		$2.89M Sell
64,285
-9,960
-13% -$486K 0.71% 23
2015
Q3 		$3.52M Buy
74,245
+59,580
+406% +$3.09M 0.98% 21
2015
Q2 		$752K Buy
14,665
+8,514
+138% +$442K 0.23% 53
2015
Q1 		$316K Hold
6,151
– – 0.14% 117
2014
Q4 		$319K Sell
6,151
-3,759
-38% -$195K 0.15% 112
2014
Q3 		$520K Buy
9,910
+334
+3% +$17.5K 0.27% 67
2014
Q2 		$483K Buy
9,576
+375
+4% +$17.7K 0.26% 63
2014
Q1 		$423K Sell
9,201
-853
-8% -$39K 0.25% 64
2013
Q4 		$496K Sell
10,054
-172
-2% -$8.17K 0.3% 59
2013
Q3 		$438K Buy
10,226
+450
+5% +$18.8K 0.29% 63
2013
Q2 		$366K Buy
+9,776
New +$358K 0.26% 69

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
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
Dimensional Fund Advisors
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

Moneta Group Investment Advisors's PFG Position: Q3 2020 in Review

Moneta Group Investment Advisors sold out of Principal Financial Group (PFG) in Q3 2020, closing a stake of 53,587 shares — an estimated $2.23M sold.

Moneta Group Investment Advisors first reported a position in PFG in Q2 2013 and held it in 29 quarters. The position peaked at $4.12M in Q2 2017. 569 funds tracked by Wall St. Rank hold PFG as of Q3 2020.

  • Moneta Group Investment Advisors reported no remaining Principal Financial Group position as of Q3 2020 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 53,587 Principal Financial Group shares in Q3 2020, an estimated $2.23M.
  • Moneta Group Investment Advisors first reported a position in Principal Financial Group in Q2 2013 and held it in 29 quarters.
  • Moneta Group Investment Advisors's Principal Financial Group position peaked at $4.12M in Q2 2017.
  • 569 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2020.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.