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Omnia Family Wealth’s Principal Financial Group PFG Stock Holding History

Omnia Family Wealth’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
-38
Closed -$2K – 403
2019
Q1 		$2K Hold
38
– – ﹤0.01% 479
2018
Q4 		$2K Hold
38
– – ﹤0.01% 432
2018
Q3 		$2K Hold
38
– – ﹤0.01% 473
2018
Q2 		$2K Hold
38
– – ﹤0.01% 450
2018
Q1 		$2K Hold
38
– – ﹤0.01% 463
2017
Q4 		$3K Sell
38
-149
-80% -$10.3K ﹤0.01% 385
2017
Q3 		$12K Buy
187
+1
+0.5% +$64 0.01% 254
2017
Q2 		$12K Hold
186
– – 0.01% 260
2017
Q1 		$12K Hold
186
– – 0.01% 262
2016
Q4 		$11K Buy
+186
New +$10.4K 0.01% 278

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $645B AUM 30.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return