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Palladium Partners’s Principal Financial Group PFG Stock Holding History

Palladium Partners’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
Q4 		– Sell
-87,443
Closed -$5.12M – 272
2019
Q3 		$5.12M Buy
87,443
+82,298
+1,600% +$4.63M 0.36% 74
2019
Q2 		$298K Sell
5,145
-2,435
-32% -$134K 0.02% 226
2019
Q1 		$380K Sell
7,580
-295
-4% -$14.6K 0.03% 204
2018
Q4 		$348K Sell
7,875
-79,608
-91% -$3.92M 0.03% 206
2018
Q3 		$5.13M Buy
87,483
+4,040
+5% +$225K 0.35% 77
2018
Q2 		$4.42M Buy
83,443
+7,025
+9% +$408K 0.32% 79
2018
Q1 		$4.66M Buy
76,418
+7,518
+11% +$495K 0.34% 75
2017
Q4 		$4.86M Buy
+68,900
New +$4.75M 0.35% 74

Other funds holding PFG

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NLI
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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return