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MU Investments Company’s Principal Financial Group PFG Stock Holding History

MU Investments Company’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
Q1 		– Sell
-350
Closed -$25K – 114
2017
Q4 		$25K Sell
350
-200
-36% -$13.8K 0.02% 109
2017
Q3 		$35K Sell
550
-200
-27% -$12.9K 0.03% 93
2017
Q2 		$48K Sell
750
-450
-38% -$28.5K 0.03% 85
2017
Q1 		$76K Buy
+1,200
New +$73.2K 0.05% 66

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MU Investments Company's PFG Position: Q1 2018 in Review

MU Investments Company sold out of Principal Financial Group (PFG) in Q1 2018, closing a stake of 350 shares — an estimated $25K sold.

MU Investments Company first reported a position in PFG in Q1 2017 and held it in 4 quarters. The position peaked at $76K in Q1 2017. 611 funds tracked by Wall St. Rank hold PFG as of Q1 2018.

  • MU Investments Company reported no remaining Principal Financial Group position as of Q1 2018 after selling out during the quarter.
  • MU Investments Company sold 350 Principal Financial Group shares in Q1 2018, an estimated $25K.
  • MU Investments Company first reported a position in Principal Financial Group in Q1 2017 and held it in 4 quarters.
  • MU Investments Company's Principal Financial Group position peaked at $76K in Q1 2017.
  • 611 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2018.

Based on MU Investments Company's 13F filing for Q1 2018, filed 20 Apr 2018.