MLL
PFG icon

Moody Lynn & Lieberson’s Principal Financial Group PFG Stock Holding History

Moody Lynn & Lieberson’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
2016
Q1 		– Sell
-8,693
Closed -$391K – 182
2015
Q4 		$391K Buy
8,693
+128
+1% +$6.25K 0.06% 139
2015
Q3 		$405K Buy
8,565
+1,395
+19% +$72.3K 0.08% 125
2015
Q2 		$368K Buy
7,170
+199
+3% +$10.3K 0.06% 139
2015
Q1 		$358K Buy
6,971
+95
+1% +$4.77K 0.06% 134
2014
Q4 		$357K Sell
6,876
-252
-4% -$13.1K 0.05% 142
2014
Q3 		$374K Hold
7,128
– – 0.06% 130
2014
Q2 		$360K Sell
7,128
-115
-2% -$5.42K 0.05% 137
2014
Q1 		$333K Sell
7,243
-76
-1% -$3.48K 0.05% 147
2013
Q4 		$361K Sell
7,319
-65
-0.9% -$3.09K 0.05% 143
2013
Q3 		$316K Buy
7,384
+359
+5% +$15K 0.05% 140
2013
Q2 		$263K Buy
+7,025
New +$257K 0.05% 132

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return