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

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BIT

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BFA

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

Nelson Capital Management's PFG Position: Q4 2016 in Review

Nelson Capital Management sold out of Principal Financial Group (PFG) in Q4 2016, closing a stake of 750 shares — an estimated $39K sold.

Nelson Capital Management first reported a position in PFG in Q2 2013 and held it in 14 quarters. The position peaked at $39K in Q3 2016. 539 funds tracked by Wall St. Rank hold PFG as of Q4 2016.

Nelson Capital Management reported no remaining Principal Financial Group position as of Q4 2016 after selling out during the quarter.
Nelson Capital Management sold 750 Principal Financial Group shares in Q4 2016, an estimated $39K.
Nelson Capital Management first reported a position in Principal Financial Group in Q2 2013 and held it in 14 quarters.
Nelson Capital Management's Principal Financial Group position peaked at $39K in Q3 2016.
539 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2016.

Based on Nelson Capital Management's 13F filing for Q4 2016, filed 9 Feb 2017.