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Robert N. Shapiro’s Principal Financial Group PFG Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$18K Hold
340
– – ﹤0.01% 632
2014
Q3 		$18K Hold
340
– – ﹤0.01% 643
2014
Q2 		$17K Hold
340
– – ﹤0.01% 600
2014
Q1 		$16K Hold
340
– – ﹤0.01% 597
2013
Q4 		$17K Hold
340
– – ﹤0.01% 595
2013
Q3 		$15K Hold
340
– – ﹤0.01% 816
2013
Q2 		$13K Buy
+340
New +$12.4K ﹤0.01% 761

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Robert N. Shapiro's PFG Position: Q4 2014 in Review

Robert N. Shapiro held its Principal Financial Group (PFG) position steady in Q4 2014 at 340 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Robert N. Shapiro first reported a position in PFG in Q2 2013 and has held it in 7 quarters since. 431 funds tracked by Wall St. Rank hold PFG as of Q4 2014.

  • Robert N. Shapiro held 340 shares of Principal Financial Group worth $18K as of Q4 2014.
  • Robert N. Shapiro left its Principal Financial Group share count unchanged in Q4 2014.
  • Principal Financial Group made up ﹤0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #632 holding.
  • Robert N. Shapiro first reported a position in Principal Financial Group in Q2 2013 and has held it in 7 quarters since.
  • 431 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.