NPC
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National Planning Corporation’s Principal Financial Group PFG Stock Holding History

National Planning Corporation’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
2017
Q4 		– Sell
-6,657
Closed -$428K – 446
2017
Q3 		$428K Buy
6,657
+45
+0.7% +$2.89K 0.04% 404
2017
Q2 		$428K Buy
6,612
+432
+7% +$27.4K 0.03% 443
2017
Q1 		$388K Sell
6,180
-530
-8% -$32.3K 0.03% 445
2016
Q4 		$386K Hold
6,710
– – 0.03% 433
2016
Q3 		$364K Buy
+6,710
New +$314K 0.03% 435
2015
Q1 		– Sell
-2,177
Closed -$109K – 1646
2014
Q4 		$109K Buy
+2,177
New +$113K 0.01% 884

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 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

National Planning Corporation's PFG Position: Q4 2017 in Review

National Planning Corporation sold out of Principal Financial Group (PFG) in Q4 2017, closing a stake of 6,657 shares — an estimated $428K sold.

National Planning Corporation first reported a position in PFG in Q4 2014 and held it in 6 quarters. The position peaked at $428K in Q3 2017. 631 funds tracked by Wall St. Rank hold PFG as of Q4 2017.

  • National Planning Corporation reported no remaining Principal Financial Group position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 6,657 Principal Financial Group shares in Q4 2017, an estimated $428K.
  • National Planning Corporation first reported a position in Principal Financial Group in Q4 2014 and held it in 6 quarters.
  • National Planning Corporation's Principal Financial Group position peaked at $428K in Q3 2017.
  • 631 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.