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Nationwide Fund Advisors’s Principal Financial Group PFG Stock Holding History

Nationwide Fund Advisors’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
-167,966
Closed -$10.8M – 1523
2017
Q3 		$10.8M Buy
167,966
+368
+0.2% +$23.7K 0.04% 604
2017
Q2 		$10.7M Sell
167,598
-16,213
-9% -$1.03M 0.04% 611
2017
Q1 		$11.6M Sell
183,811
-108,898
-37% -$6.64M 0.05% 579
2016
Q4 		$16.9M Sell
292,709
-99,153
-25% -$5.56M 0.07% 364
2016
Q3 		$20.2M Sell
391,862
-2,200
-0.6% -$103K 0.08% 288
2016
Q2 		$16.2M Sell
394,062
-23,888
-6% -$1.01M 0.07% 361
2016
Q1 		$16.5M Buy
417,950
+69,272
+20% +$2.67M 0.07% 366
2015
Q4 		$15.7M Buy
348,678
+5,008
+1% +$244K 0.07% 370
2015
Q3 		$16.3M Sell
343,670
-482
-0.1% -$25K 0.07% 332
2015
Q2 		$17.7M Sell
344,152
-5,726
-2% -$297K 0.07% 333
2015
Q1 		$18M Buy
349,878
+6,020
+2% +$303K 0.07% 343
2014
Q4 		$17.9M Buy
343,858
+13,473
+4% +$698K 0.08% 328
2014
Q3 		$17.3M Buy
330,385
+9,029
+3% +$472K 0.07% 328
2014
Q2 		$16.2M Buy
321,356
+117,268
+57% +$5.52M 0.07% 373
2014
Q1 		$9.39M Buy
204,088
+20,896
+11% +$956K 0.04% 535
2013
Q4 		$9.03M Sell
183,192
-91,184
-33% -$4.33M 0.04% 614
2013
Q3 		$11.7M Sell
274,376
-64,672
-19% -$2.7M 0.05% 459
2013
Q2 		$12.7M Buy
+339,048
New +$12.4M 0.07% 362

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 $717B AUM 35.42% 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 $580B AUM 38.23% 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 $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nationwide Fund Advisors's PFG Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Principal Financial Group (PFG) in Q4 2017, closing a stake of 167,966 shares — an estimated $10.8M sold.

Nationwide Fund Advisors first reported a position in PFG in Q2 2013 and held it in 18 quarters. The position peaked at $20.2M in Q3 2016. 631 funds tracked by Wall St. Rank hold PFG as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Principal Financial Group position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 167,966 Principal Financial Group shares in Q4 2017, an estimated $10.8M.
  • Nationwide Fund Advisors first reported a position in Principal Financial Group in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's Principal Financial Group position peaked at $20.2M in Q3 2016.
  • 631 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.