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Palouse Capital Management’s Principal Financial Group PFG Stock Holding History

Palouse Capital Management’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
Q3 		– Sell
-86,494
Closed -$5.01M – 106
2019
Q2 		$5.01M Sell
86,494
-3,298
-4% -$182K 1.8% 25
2019
Q1 		$4.51M Sell
89,792
-580
-0.6% -$28.7K 1.73% 25
2018
Q4 		$3.99M Buy
+90,372
New +$4.45M 1.58% 30

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Palouse Capital Management's PFG Position: Q3 2019 in Review

Palouse Capital Management sold out of Principal Financial Group (PFG) in Q3 2019, closing a stake of 86,494 shares — an estimated $5.01M sold.

Palouse Capital Management first reported a position in PFG in Q4 2018 and held it in 3 quarters. The position peaked at $5.01M in Q2 2019. 615 funds tracked by Wall St. Rank hold PFG as of Q3 2019.

  • Palouse Capital Management reported no remaining Principal Financial Group position as of Q3 2019 after selling out during the quarter.
  • Palouse Capital Management sold 86,494 Principal Financial Group shares in Q3 2019, an estimated $5.01M.
  • Palouse Capital Management first reported a position in Principal Financial Group in Q4 2018 and held it in 3 quarters.
  • Palouse Capital Management's Principal Financial Group position peaked at $5.01M in Q2 2019.
  • 615 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2019.

Based on Palouse Capital Management's 13F filing for Q3 2019, filed 31 Oct 2019.