PG
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Patten Group’s Principal Financial Group PFG Stock Holding History

Patten Group’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
Q1 		– Sell
-100
Closed -$4K – 433
2018
Q4 		$4K Hold
100
– – ﹤0.01% 495
2018
Q3 		$6K Hold
100
– – ﹤0.01% 592
2018
Q2 		$5K Hold
100
– – ﹤0.01% 588
2018
Q1 		$6K Hold
100
– – ﹤0.01% 498
2017
Q4 		$7K Hold
100
– – ﹤0.01% 518
2017
Q3 		$6K Hold
100
– – ﹤0.01% 522
2017
Q2 		$7K Hold
100
– – ﹤0.01% 532
2017
Q1 		$6K Buy
+100
New +$6.1K ﹤0.01% 512

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return