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Ronald Blue & Co’s Principal Financial Group PFG Stock Holding History

Ronald Blue & Co’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
2017
Q2 		$221K Sell
3,447
-398
-10% -$25.2K 0.01% 194
2017
Q1 		$243K Sell
3,845
-85
-2% -$5.18K 0.01% 180
2016
Q4 		$227K Buy
+3,930
New +$220K 0.01% 183

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Ronald Blue & Co's PFG Position: Q2 2017 in Review

Ronald Blue & Co reduced its Principal Financial Group (PFG) stake by 10% in Q2 2017, selling an estimated $25.2K and leaving 3,447 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #194.

Ronald Blue & Co first reported a position in PFG in Q4 2016 and has held it in 3 quarters since. The position peaked at $243K in Q1 2017. 566 funds tracked by Wall St. Rank hold PFG as of Q2 2017.

  • Ronald Blue & Co held 3,447 shares of Principal Financial Group worth $221K as of Q2 2017.
  • Ronald Blue & Co sold 398 Principal Financial Group shares in Q2 2017, an estimated $25.2K.
  • Principal Financial Group made up 0.01% of Ronald Blue & Co's portfolio in Q2 2017, its #194 holding.
  • Ronald Blue & Co first reported a position in Principal Financial Group in Q4 2016 and has held it in 3 quarters since.
  • Ronald Blue & Co's Principal Financial Group position peaked at $243K in Q1 2017.
  • 566 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2017.

Based on Ronald Blue & Co's 13F filing for Q2 2017, filed 28 Jul 2017.