Proficio Capital Partners’s Principal Financial Group PFG Stock Holding History

Proficio Capital 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
2019 Q3	–	Sell	-404	Closed	-$23K	–	1140
2019 Q2	$23K	Sell	404 -38	-9%	-$2.09K	0.01%	634
2019 Q1	$22K	Buy	442 +48	+12%	+$2.38K	0.01%	616
2018 Q4	$17K	Buy	394 +234	+146%	+$11.5K	0.01%	593
2018 Q3	$9K	Sell	160 -12	-7%	-$669	﹤0.01%	835
2018 Q2	$9K	Hold	172	–	–	﹤0.01%	859
2018 Q1	$10K	Hold	172	–	–	﹤0.01%	825
2017 Q4	$12K	Sell	172 -34	-17%	-$2.34K	﹤0.01%	755
2017 Q3	$13K	Hold	206	–	–	0.01%	717
2017 Q2	$14K	Sell	206 -11	-5%	-$698	0.01%	716
2017 Q1	$13K	Buy	217 +54	+33%	+$3.29K	0.01%	746
2016 Q4	$9K	Sell	163 -21	-11%	-$1.18K	﹤0.01%	633
2016 Q3	$9K	Hold	184	–	–	0.01%	608
2016 Q2	$8K	Buy	184 +116	+171%	+$4.9K	0.01%	614
2016 Q1	$3K	Buy	68 +14	+26%	+$539	﹤0.01%	655
2015 Q4	$2K	Buy	+54	New	+$2.64K	﹤0.01%	677

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Proficio Capital Partners's PFG Position: Q3 2019 in Review

Proficio Capital Partners sold out of Principal Financial Group (PFG) in Q3 2019, closing a stake of 404 shares — an estimated $23K sold.

Proficio Capital Partners first reported a position in PFG in Q4 2015 and held it in 15 quarters. The position peaked at $23K in Q2 2019. 615 funds tracked by Wall St. Rank hold PFG as of Q3 2019.

Proficio Capital Partners reported no remaining Principal Financial Group position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 404 Principal Financial Group shares in Q3 2019, an estimated $23K.
Proficio Capital Partners first reported a position in Principal Financial Group in Q4 2015 and held it in 15 quarters.
Proficio Capital Partners's Principal Financial Group position peaked at $23K in Q2 2019.
615 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.