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River Wealth Advisors’s Principal Financial Group PFG Stock Holding History

River Wealth 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
2019
Q1 		– Sell
-150
Closed -$7K – 386
2018
Q4 		$7K Hold
150
– – ﹤0.01% 450
2018
Q3 		$9K Hold
150
– – ﹤0.01% 456
2018
Q2 		$8K Buy
+150
New +$8.72K ﹤0.01% 462

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

River Wealth Advisors's PFG Position: Q1 2019 in Review

River Wealth Advisors sold out of Principal Financial Group (PFG) in Q1 2019, closing a stake of 150 shares — an estimated $7K sold.

River Wealth Advisors first reported a position in PFG in Q2 2018 and held it in 3 quarters. The position peaked at $9K in Q3 2018. 591 funds tracked by Wall St. Rank hold PFG as of Q1 2019.

  • River Wealth Advisors reported no remaining Principal Financial Group position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 150 Principal Financial Group shares in Q1 2019, an estimated $7K.
  • River Wealth Advisors first reported a position in Principal Financial Group in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Principal Financial Group position peaked at $9K in Q3 2018.
  • 591 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.