QT
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Quantamental Technologies’s Principal Financial Group PFG Stock Holding History

Quantamental Technologies’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
-8,214
Closed -$476K – 1752
2019
Q2 		$476K Buy
8,214
+6,770
+469% +$373K 0.18% 153
2019
Q1 		$72K Buy
+1,444
New +$71.6K 0.03% 726

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Quantamental Technologies's PFG Position: Q3 2019 in Review

Quantamental Technologies sold out of Principal Financial Group (PFG) in Q3 2019, closing a stake of 8,214 shares — an estimated $476K sold.

Quantamental Technologies first reported a position in PFG in Q1 2019 and held it in 2 quarters. The position peaked at $476K in Q2 2019. 614 funds tracked by Wall St. Rank hold PFG as of Q3 2019.

  • Quantamental Technologies reported no remaining Principal Financial Group position as of Q3 2019 after selling out during the quarter.
  • Quantamental Technologies sold 8,214 Principal Financial Group shares in Q3 2019, an estimated $476K.
  • Quantamental Technologies first reported a position in Principal Financial Group in Q1 2019 and held it in 2 quarters.
  • Quantamental Technologies's Principal Financial Group position peaked at $476K in Q2 2019.
  • 614 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2019.

Based on Quantamental Technologies's 13F filing for Q3 2019, filed 8 Nov 2019.