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North Forty Management’s Principal Financial Group PFG Stock Holding History

North Forty 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
2017
Q1 		– Sell
-560
Closed -$32K – 31
2016
Q4 		$32K Buy
+560
New +$31.4K 0.04% 33

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 $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

North Forty Management's PFG Position: Q1 2017 in Review

North Forty Management sold out of Principal Financial Group (PFG) in Q1 2017, closing a stake of 560 shares — an estimated $32K sold.

North Forty Management first reported a position in PFG in Q4 2016 and held it in 1 quarter. The position peaked at $32K in Q4 2016. 534 funds tracked by Wall St. Rank hold PFG as of Q1 2017.

  • North Forty Management reported no remaining Principal Financial Group position as of Q1 2017 after selling out during the quarter.
  • North Forty Management sold 560 Principal Financial Group shares in Q1 2017, an estimated $32K.
  • North Forty Management first reported a position in Principal Financial Group in Q4 2016 and held it in 1 quarter.
  • North Forty Management's Principal Financial Group position peaked at $32K in Q4 2016.
  • 534 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2017.

Based on North Forty Management's 13F filing for Q1 2017, filed 1 May 2017.