PFC
PFG icon

Phocas Financial Corp’s Principal Financial Group PFG Stock Holding History

Phocas Financial Corp’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
Q3 		– Sell
-960
Closed -$56K – 254
2019
Q2 		$56K Buy
+960
New +$52.9K 0.01% 245

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Bank of New York Mellon
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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

Phocas Financial Corp's PFG Position: Q3 2019 in Review

Phocas Financial Corp sold out of Principal Financial Group (PFG) in Q3 2019, closing a stake of 960 shares — an estimated $56K sold.

Phocas Financial Corp first reported a position in PFG in Q2 2019 and held it in 1 quarter. The position peaked at $56K in Q2 2019. 615 funds tracked by Wall St. Rank hold PFG as of Q3 2019.

  • Phocas Financial Corp reported no remaining Principal Financial Group position as of Q3 2019 after selling out during the quarter.
  • Phocas Financial Corp sold 960 Principal Financial Group shares in Q3 2019, an estimated $56K.
  • Phocas Financial Corp first reported a position in Principal Financial Group in Q2 2019 and held it in 1 quarter.
  • Phocas Financial Corp's Principal Financial Group position peaked at $56K in Q2 2019.
  • 615 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2019.

Based on Phocas Financial Corp's 13F filing for Q3 2019, filed 15 Nov 2019.