Monetary Management Group’s Principal Financial Group PFG Stock Holding History

Monetary Management 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
2019 Q1	–	Sell	-450	Closed	-$20K	–	302
2018 Q4	$20K	Hold	450	–	–	0.01%	259
2018 Q3	$26K	Hold	450	–	–	0.01%	263
2018 Q2	$24K	Hold	450	–	–	0.01%	268
2018 Q1	$27K	Hold	450	–	–	0.01%	259
2017 Q4	$32K	Hold	450	–	–	0.01%	253
2017 Q3	$29K	Hold	450	–	–	0.01%	247
2017 Q2	$29K	Hold	450	–	–	0.01%	248
2017 Q1	$28K	Hold	450	–	–	0.01%	247
2016 Q4	$26K	Hold	450	–	–	0.01%	256
2016 Q3	$23K	Hold	450	–	–	0.01%	264
2016 Q2	$18K	Hold	450	–	–	0.01%	279
2016 Q1	$18K	Hold	450	–	–	0.01%	274
2015 Q4	$20K	Hold	450	–	–	0.01%	276
2015 Q3	$21K	Hold	450	–	–	0.01%	280
2015 Q2	$23K	Hold	450	–	–	0.01%	291
2015 Q1	$23K	Hold	450	–	–	0.01%	308
2014 Q4	$23K	Hold	450	–	–	0.01%	315
2014 Q3	$24K	Hold	450	–	–	0.01%	306
2014 Q2	$23K	Buy	+450	New	+$21.2K	0.01%	310
2014 Q1	–	Sell	-900	Closed	-$44K	–	268
2013 Q4	$44K	Buy	+900	New	+$42.7K	0.02%	239

Other funds holding PFG

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

BlackRock New York $6.73T AUM 46.02% 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 $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Monetary Management Group's PFG Position: Q1 2019 in Review

Monetary Management Group sold out of Principal Financial Group (PFG) in Q1 2019, closing a stake of 450 shares — an estimated $20K sold.

Monetary Management Group first reported a position in PFG in Q4 2013 and held it in 20 quarters. The position peaked at $44K in Q4 2013. 592 funds tracked by Wall St. Rank hold PFG as of Q1 2019.

Monetary Management Group reported no remaining Principal Financial Group position as of Q1 2019 after selling out during the quarter.
Monetary Management Group sold 450 Principal Financial Group shares in Q1 2019, an estimated $20K.
Monetary Management Group first reported a position in Principal Financial Group in Q4 2013 and held it in 20 quarters.
Monetary Management Group's Principal Financial Group position peaked at $44K in Q4 2013.
592 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2019.

Based on Monetary Management Group's 13F filing for Q1 2019, filed 14 May 2019.