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New York Life Trust’s Principal Financial Group PFG Stock Holding History

New York Life Trust’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
Q1 		– Sell
-1,347
Closed -$78K – 228
2016
Q4 		$78K Buy
1,347
+289
+27% +$16.2K 0.37% 105
2016
Q3 		$54K Buy
+1,058
New +$49.5K 0.27% 124
2014
Q3 		– Sell
-1,316
Closed -$66K – 212
2014
Q2 		$66K Buy
+1,316
New +$62K 0.28% 132

Other funds holding PFG

Vanguard Group
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

New York Life Trust's PFG Position: Q1 2017 in Review

New York Life Trust sold out of Principal Financial Group (PFG) in Q1 2017, closing a stake of 1,347 shares — an estimated $78K sold.

New York Life Trust first reported a position in PFG in Q2 2014 and held it in 3 quarters. The position peaked at $78K in Q4 2016. 534 funds tracked by Wall St. Rank hold PFG as of Q1 2017.

  • New York Life Trust reported no remaining Principal Financial Group position as of Q1 2017 after selling out during the quarter.
  • New York Life Trust sold 1,347 Principal Financial Group shares in Q1 2017, an estimated $78K.
  • New York Life Trust first reported a position in Principal Financial Group in Q2 2014 and held it in 3 quarters.
  • New York Life Trust's Principal Financial Group position peaked at $78K in Q4 2016.
  • 534 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.