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Oakbrook Investments’s Principal Financial Group PFG Stock Holding History

Oakbrook Investments’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
2019
Q2 		– Sell
-13,510
Closed -$678K – 643
2019
Q1 		$678K Sell
13,510
-13,690
-50% -$679K 0.04% 332
2018
Q4 		$1.2M Sell
27,200
-1,290
-5% -$63.5K 0.08% 184
2018
Q3 		$1.67M Buy
28,490
+18,020
+172% +$1M 0.09% 186
2018
Q2 		$554K Buy
+10,470
New +$608K 0.04% 332
2018
Q1 		– Sell
-9,650
Closed -$681K – 611
2017
Q4 		$681K Sell
9,650
-9,400
-49% -$648K 0.04% 295
2017
Q3 		$1.23M Buy
+19,050
New +$1.23M 0.08% 195
2017
Q2 		– Sell
-12,500
Closed -$789K – 568
2017
Q1 		$789K Sell
12,500
-950
-7% -$57.9K 0.05% 264
2016
Q4 		$778K Sell
13,450
-16,800
-56% -$941K 0.05% 268
2016
Q3 		$1.56M Sell
30,250
-5,400
-15% -$253K 0.1% 179
2016
Q2 		$1.47M Buy
35,650
+6,200
+21% +$262K 0.08% 208
2016
Q1 		$1.16M Buy
29,450
+12,700
+76% +$489K 0.07% 215
2015
Q4 		$753K Sell
16,750
-2,300
-12% -$112K 0.05% 287
2015
Q3 		$902K Buy
+19,050
New +$987K 0.06% 281
2015
Q2 		– Sell
-22,000
Closed -$1.13M – 572
2015
Q1 		$1.13M Buy
+22,000
New +$1.11M 0.06% 274
2014
Q3 		– Sell
-90,600
Closed -$4.57M – 584
2014
Q2 		$4.57M Buy
90,600
+350
+0.4% +$16.5K 0.14% 168
2014
Q1 		$4.15M Buy
+90,250
New +$4.13M 0.13% 179

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 $3.38T 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Oakbrook Investments's PFG Position: Q2 2019 in Review

Oakbrook Investments sold out of Principal Financial Group (PFG) in Q2 2019, closing a stake of 13,510 shares — an estimated $678K sold.

Oakbrook Investments first reported a position in PFG in Q1 2014 and held it in 16 quarters. The position peaked at $4.57M in Q2 2014. 610 funds tracked by Wall St. Rank hold PFG as of Q2 2019.

  • Oakbrook Investments reported no remaining Principal Financial Group position as of Q2 2019 after selling out during the quarter.
  • Oakbrook Investments sold 13,510 Principal Financial Group shares in Q2 2019, an estimated $678K.
  • Oakbrook Investments first reported a position in Principal Financial Group in Q1 2014 and held it in 16 quarters.
  • Oakbrook Investments's Principal Financial Group position peaked at $4.57M in Q2 2014.
  • 610 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2019.

Based on Oakbrook Investments's 13F filing for Q2 2019, filed 18 Jul 2019.