Nelson Capital Management’s Principal Financial Group PFG Stock Holding History

Nelson Capital Management’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 Q4	–	Sell	-750	Closed	-$39K	–	261
2016 Q3	$39K	Hold	750	–	–	0.01%	133
2016 Q2	$31K	Hold	750	–	–	0.01%	135
2016 Q1	$30K	Hold	750	–	–	0.01%	133
2015 Q4	$34K	Hold	750	–	–	0.01%	128
2015 Q3	$36K	Hold	750	–	–	0.01%	120
2015 Q2	$38K	Hold	750	–	–	0.01%	133
2015 Q1	$39K	Hold	750	–	–	0.01%	131
2014 Q4	$39K	Hold	750	–	–	0.01%	134
2014 Q3	$39K	Hold	750	–	–	0.01%	132
2014 Q2	$38K	Hold	750	–	–	0.02%	135
2014 Q1	$34K	Hold	750	–	–	0.01%	128
2013 Q4	$37K	Hold	750	–	–	0.02%	123
2013 Q3	$32K	Hold	750	–	–	0.02%	123
2013 Q2	$28K	Buy	+750	New	+$27.4K	0.01%	126

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return