Quest Investment Management’s Principal Financial Group PFG Stock Holding History

Quest Investment Management’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	-4,600	Closed	-$253K	–	106
2019 Q4	$253K	Hold	4,600	–	–	0.03%	102
2019 Q3	$263K	Hold	4,600	–	–	0.03%	97
2019 Q2	$266K	Hold	4,600	–	–	0.03%	94
2019 Q1	$231K	Hold	4,600	–	–	0.03%	98
2018 Q4	$203K	Hold	4,600	–	–	0.03%	100
2018 Q3	$270K	Hold	4,600	–	–	0.04%	104
2018 Q2	$244K	Hold	4,600	–	–	0.04%	102
2018 Q1	$280K	Hold	4,600	–	–	0.04%	105
2017 Q4	$325K	Hold	4,600	–	–	0.05%	102
2017 Q3	$296K	Hold	4,600	–	–	0.04%	98
2017 Q2	$295K	Hold	4,600	–	–	0.04%	97
2017 Q1	$290K	Hold	4,600	–	–	0.04%	95
2016 Q4	$266K	Hold	4,600	–	–	0.03%	90
2016 Q3	$237K	Buy	+4,600	New	+$215K	0.03%	93
2016 Q1	–	Sell	-4,600	Closed	-$207K	–	109
2015 Q4	$207K	Hold	4,600	–	–	0.03%	105
2015 Q3	$218K	Hold	4,600	–	–	0.03%	102
2015 Q2	$236K	Hold	4,600	–	–	0.03%	110
2015 Q1	$236K	Hold	4,600	–	–	0.03%	118
2014 Q4	$239K	Hold	4,600	–	–	0.03%	118
2014 Q3	$241K	Sell	4,600 -200	-4%	-$10.5K	0.03%	198
2014 Q2	$242K	Hold	4,800	–	–	0.02%	196
2014 Q1	$221K	Hold	4,800	–	–	0.02%	215
2013 Q4	$237K	Buy	+4,800	New	+$228K	0.02%	207

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

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

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

Quest Investment Management's PFG Position: Q1 2020 in Review

Quest Investment Management sold out of Principal Financial Group (PFG) in Q1 2020, closing a stake of 4,600 shares — an estimated $253K sold.

Quest Investment Management first reported a position in PFG in Q4 2013 and held it in 23 quarters. The position peaked at $325K in Q4 2017. 565 funds tracked by Wall St. Rank hold PFG as of Q1 2020.

Quest Investment Management reported no remaining Principal Financial Group position as of Q1 2020 after selling out during the quarter.
Quest Investment Management sold 4,600 Principal Financial Group shares in Q1 2020, an estimated $253K.
Quest Investment Management first reported a position in Principal Financial Group in Q4 2013 and held it in 23 quarters.
Quest Investment Management's Principal Financial Group position peaked at $325K in Q4 2017.
565 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2020.

Based on Quest Investment Management's 13F filing for Q1 2020, filed 15 May 2020.