Mosaic Family Wealth’s Principal Financial Group PFG Stock Holding History

Mosaic Family Wealth’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	-227	Closed	-$11K	–	481
2019 Q1	$11K	Buy	227 +1	+0.4%	+$50	﹤0.01%	488
2018 Q4	$10K	Buy	226 +2	+0.9%	+$98	﹤0.01%	487
2018 Q3	$11K	Buy	224 +1	+0.4%	+$56	﹤0.01%	490
2018 Q2	$12K	Buy	223 +1	+0.5%	+$58	﹤0.01%	516
2018 Q1	$14K	Buy	222 +1	+0.5%	+$66	0.01%	494
2017 Q4	$16K	Hold	221	–	–	0.01%	478
2017 Q3	$14K	Buy	221 +1	+0.5%	+$64	0.01%	531
2017 Q2	$14K	Buy	220 +1	+0.5%	+$63	0.01%	475
2017 Q1	$14K	Buy	219 +1	+0.5%	+$61	0.01%	481
2016 Q4	$13K	Hold	218	–	–	0.01%	480
2016 Q3	$11K	Buy	218 +1	+0.5%	+$47	0.01%	506
2016 Q2	$9K	Buy	217 +2	+0.9%	+$84	﹤0.01%	540
2016 Q1	$8K	Buy	215 +1	+0.5%	+$38	﹤0.01%	552
2015 Q4	$9K	Buy	+214	New	+$10.4K	﹤0.01%	539

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Mosaic Family Wealth's PFG Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Principal Financial Group (PFG) in Q2 2019, closing a stake of 227 shares — an estimated $11K sold.

Mosaic Family Wealth first reported a position in PFG in Q4 2015 and held it in 14 quarters. The position peaked at $16K in Q4 2017. 610 funds tracked by Wall St. Rank hold PFG as of Q2 2019.

Mosaic Family Wealth reported no remaining Principal Financial Group position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 227 Principal Financial Group shares in Q2 2019, an estimated $11K.
Mosaic Family Wealth first reported a position in Principal Financial Group in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's Principal Financial Group position peaked at $16K in Q4 2017.
610 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.