PCM
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Parsons Capital Management’s Principal Financial Group PFG Stock Holding History

Parsons 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
2015
Q2 		– Sell
-1,040
Closed -$53K – 476
2015
Q1 		$53K Buy
+1,040
New +$52.3K 0.01% 463

Other funds holding PFG

Vanguard Group
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NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $860B AUM 41.15% 1-Year Est. Return

Parsons Capital Management's PFG Position: Q2 2015 in Review

Parsons Capital Management sold out of Principal Financial Group (PFG) in Q2 2015, closing a stake of 1,040 shares — an estimated $53K sold.

Parsons Capital Management first reported a position in PFG in Q1 2015 and held it in 1 quarter. The position peaked at $53K in Q1 2015. 437 funds tracked by Wall St. Rank hold PFG as of Q2 2015.

  • Parsons Capital Management reported no remaining Principal Financial Group position as of Q2 2015 after selling out during the quarter.
  • Parsons Capital Management sold 1,040 Principal Financial Group shares in Q2 2015, an estimated $53K.
  • Parsons Capital Management first reported a position in Principal Financial Group in Q1 2015 and held it in 1 quarter.
  • Parsons Capital Management's Principal Financial Group position peaked at $53K in Q1 2015.
  • 437 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2015.

Based on Parsons Capital Management's 13F filing for Q2 2015, filed 5 Aug 2015.