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OFI Advisors’s Principal Financial Group PFG Stock Holding History

OFI Advisors’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
2015
Q3 		$1.15M Buy
24,319
+883
+4% +$45.8K 0.07% 299
2015
Q2 		$1.2M Sell
23,436
-52
-0.2% -$2.7K 0.07% 316
2015
Q1 		$1.21M Buy
23,488
+2,188
+10% +$110K 0.07% 309
2014
Q4 		$1.11M Buy
21,300
+2,422
+13% +$126K 0.07% 313
2014
Q3 		$991K Sell
18,878
-212
-1% -$11.1K 0.07% 310
2014
Q2 		$964K Buy
19,090
+166
+0.9% +$7.82K 0.07% 329
2014
Q1 		$870K Buy
18,924
+2,816
+17% +$129K 0.07% 322
2013
Q4 		$794K Sell
16,108
-1,787
-10% -$84.9K 0.06% 346
2013
Q3 		$766K Sell
17,895
-1,717
-9% -$71.6K 0.07% 286
2013
Q2 		$734K Buy
+19,612
New +$717K 0.08% 267

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return