PFA
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Pathway Financial Advisors’s Principal Financial Group PFG Stock Holding History

Pathway Financial Advisors’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
2018
Q1 		– Sell
-24
Closed -$2K – 456
2017
Q4 		$2K Buy
+24
New +$1.65K ﹤0.01% 435

Other funds holding PFG

Vanguard Group
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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathway Financial Advisors's PFG Position: Q1 2018 in Review

Pathway Financial Advisors sold out of Principal Financial Group (PFG) in Q1 2018, closing a stake of 24 shares — an estimated $2K sold.

Pathway Financial Advisors first reported a position in PFG in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 611 funds tracked by Wall St. Rank hold PFG as of Q1 2018.

  • Pathway Financial Advisors reported no remaining Principal Financial Group position as of Q1 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 24 Principal Financial Group shares in Q1 2018, an estimated $2K.
  • Pathway Financial Advisors first reported a position in Principal Financial Group in Q4 2017 and held it in 1 quarter.
  • Pathway Financial Advisors's Principal Financial Group position peaked at $2K in Q4 2017.
  • 611 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2018.

Based on Pathway Financial Advisors's 13F filing for Q1 2018, filed 4 May 2018.