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 – 432
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 $6.73T AUM 46.02% 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 $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Patten Group's PFG Position: Q1 2019 in Review

Patten Group sold out of Principal Financial Group (PFG) in Q1 2019, closing a stake of 100 shares — an estimated $4K sold.

Patten Group first reported a position in PFG in Q1 2017 and held it in 8 quarters. The position peaked at $7K in Q4 2017. 592 funds tracked by Wall St. Rank hold PFG as of Q1 2019.

  • Patten Group reported no remaining Principal Financial Group position as of Q1 2019 after selling out during the quarter.
  • Patten Group sold 100 Principal Financial Group shares in Q1 2019, an estimated $4K.
  • Patten Group first reported a position in Principal Financial Group in Q1 2017 and held it in 8 quarters.
  • Patten Group's Principal Financial Group position peaked at $7K in Q4 2017.
  • 592 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.