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Rational Advisors’s Principal Financial Group PFG Stock Holding History

Rational Advisors’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
Q4 		– Sell
-98
Closed -$4K – 503
2020
Q3 		$4K Buy
98
+28
+40% +$1.19K ﹤0.01% 407
2020
Q2 		$3K Buy
+70
New +$2.55K ﹤0.01% 462
2020
Q1 		– Sell
-642
Closed -$35K – 423
2019
Q4 		$35K Sell
642
-484
-43% -$26.5K 0.02% 385
2019
Q3 		$64K Sell
1,126
-35,582
-97% -$2M 0.02% 333
2019
Q2 		$2.13M Buy
36,708
+36,502
+17,719% +$2.01M 0.75% 30
2019
Q1 		$10K Buy
206
+105
+104% +$5.2K ﹤0.01% 424
2018
Q4 		$4K Buy
101
+63
+166% +$3.1K ﹤0.01% 443
2018
Q3 		$2K Sell
38
-71
-65% -$3.96K ﹤0.01% 472
2018
Q2 		$6K Sell
109
-67
-38% -$3.89K ﹤0.01% 381
2018
Q1 		$11K Buy
+176
New +$11.6K 0.01% 367
2017
Q2 		– Sell
-18,800
Closed -$1.19M – 338
2017
Q1 		$1.19M Buy
+18,800
New +$1.15M 0.78% 42
2016
Q4 		– Sell
-13,800
Closed -$711K – 286
2016
Q3 		$711K Buy
+13,800
New +$645K 0.47% 75
2013
Q4 		$2.88M Sell
58,340
-35,100
-38% -$1.67M 0.25% 137
2013
Q3 		$4M Buy
93,440
+40,100
+75% +$1.67M 0.31% 94
2013
Q2 		$2M Buy
+53,340
New +$1.95M 0.17% 202

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 $717B AUM 35.42% 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 $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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Rational Advisors's PFG Position: Q4 2020 in Review

Rational Advisors sold out of Principal Financial Group (PFG) in Q4 2020, closing a stake of 98 shares — an estimated $4K sold.

Rational Advisors first reported a position in PFG in Q2 2013 and held it in 15 quarters. The position peaked at $4M in Q3 2013. 620 funds tracked by Wall St. Rank hold PFG as of Q4 2020.

  • Rational Advisors reported no remaining Principal Financial Group position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 98 Principal Financial Group shares in Q4 2020, an estimated $4K.
  • Rational Advisors first reported a position in Principal Financial Group in Q2 2013 and held it in 15 quarters.
  • Rational Advisors's Principal Financial Group position peaked at $4M in Q3 2013.
  • 620 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.