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Osborn Williams & Donohoe’s Principal Financial Group PFG Stock Holding History

Osborn Williams & Donohoe’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
-100
Closed -$5K – 566
2019
Q1 		$5K Buy
+100
New +$4.96K ﹤0.01% 683

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

Osborn Williams & Donohoe's PFG Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of Principal Financial Group (PFG) in Q2 2019, closing a stake of 100 shares — an estimated $5K sold.

Osborn Williams & Donohoe first reported a position in PFG in Q1 2019 and held it in 1 quarter. The position peaked at $5K in Q1 2019. 610 funds tracked by Wall St. Rank hold PFG as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining Principal Financial Group position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 100 Principal Financial Group shares in Q2 2019, an estimated $5K.
  • Osborn Williams & Donohoe first reported a position in Principal Financial Group in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's Principal Financial Group position peaked at $5K in Q1 2019.
  • 610 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.