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

Rampart 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
Q3 		– Sell
-1,949
Closed -$81K – 492
2020
Q2 		$81K Sell
1,949
-38
-2% -$1.39K 0.01% 474
2020
Q1 		$62K Sell
1,987
-1,125
-36% -$53.2K 0.03% 412
2019
Q4 		$171K Buy
3,112
+132
+4% +$7.22K 0.02% 472
2019
Q3 		$170K Sell
2,980
-8,966
-75% -$505K 0.02% 452
2019
Q2 		$692K Buy
11,946
+9,560
+401% +$527K 0.08% 274
2019
Q1 		$120K Sell
2,386
-97
-4% -$4.81K 0.01% 495
2018
Q4 		$110K Sell
2,483
-3,021
-55% -$149K 0.03% 388
2018
Q3 		$156K Sell
5,504
-9,472
-63% -$528K 0.07% 307
2018
Q2 		$793K Sell
14,976
-4,159
-22% -$242K 0.08% 297
2018
Q1 		$1.17M Buy
19,135
+15,503
+427% +$1.02M 0.11% 226
2017
Q4 		$256K Buy
3,632
+337
+10% +$23.2K 0.1% 236
2017
Q3 		$212K Buy
3,295
+210
+7% +$13.5K 0.07% 292
2017
Q2 		$198K Buy
3,085
+2,347
+318% +$149K 0.07% 301
2017
Q1 		$47K Sell
738
-13,763
-95% -$839K 0.02% 283
2016
Q4 		$839K Sell
14,501
-47
-0.3% -$2.63K 0.3% 38
2016
Q3 		$750K Buy
+14,548
New +$680K 0.29% 26

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Rampart Investment Management's PFG Position: Q3 2020 in Review

Rampart Investment Management sold out of Principal Financial Group (PFG) in Q3 2020, closing a stake of 1,949 shares — an estimated $81K sold.

Rampart Investment Management first reported a position in PFG in Q3 2016 and held it in 16 quarters. The position peaked at $1.17M in Q1 2018. 569 funds tracked by Wall St. Rank hold PFG as of Q3 2020.

  • Rampart Investment Management reported no remaining Principal Financial Group position as of Q3 2020 after selling out during the quarter.
  • Rampart Investment Management sold 1,949 Principal Financial Group shares in Q3 2020, an estimated $81K.
  • Rampart Investment Management first reported a position in Principal Financial Group in Q3 2016 and held it in 16 quarters.
  • Rampart Investment Management's Principal Financial Group position peaked at $1.17M in Q1 2018.
  • 569 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2020.

Based on Rampart Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.