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Personal Wealth Partners’s Principal Financial Group PFG Stock Holding History

Personal Wealth Partners’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
2020
Q1 		– Sell
-764
Closed -$42K – 453
2019
Q4 		$42K Hold
764
– – 0.02% 154
2019
Q3 		$44K Sell
764
-120
-14% -$6.76K 0.02% 151
2019
Q2 		$51K Buy
+884
New +$48.7K 0.02% 130

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
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
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Personal Wealth Partners's PFG Position: Q1 2020 in Review

Personal Wealth Partners sold out of Principal Financial Group (PFG) in Q1 2020, closing a stake of 764 shares — an estimated $42K sold.

Personal Wealth Partners first reported a position in PFG in Q2 2019 and held it in 3 quarters. The position peaked at $51K in Q2 2019. 564 funds tracked by Wall St. Rank hold PFG as of Q1 2020.

  • Personal Wealth Partners reported no remaining Principal Financial Group position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 764 Principal Financial Group shares in Q1 2020, an estimated $42K.
  • Personal Wealth Partners first reported a position in Principal Financial Group in Q2 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Principal Financial Group position peaked at $51K in Q2 2019.
  • 564 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.