Royal Fund Management’s Principal Financial Group PFG Stock Holding History

Royal Fund 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 Q2	–	Sell	-273	Closed	-$8K	–	451
2020 Q1	$8K	Sell	273 -10	-4%	-$473	﹤0.01%	395
2019 Q4	$15K	Hold	283	–	–	﹤0.01%	378
2019 Q3	$16K	Sell	283 -69	-20%	-$3.88K	﹤0.01%	362
2019 Q2	$20K	Sell	352 -11	-3%	-$606	0.01%	322
2019 Q1	$18K	Sell	363 -1	-0.3%	-$50	0.01%	314
2018 Q4	$16K	Buy	364 +35	+11%	+$1.72K	0.01%	291
2018 Q3	$19K	Buy	329 +273	+488%	+$15.2K	0.01%	280
2018 Q2	$2K	Hold	56	–	–	﹤0.01%	487
2018 Q1	$3K	Hold	56	–	–	﹤0.01%	433
2017 Q4	$3K	Hold	56	–	–	﹤0.01%	551
2017 Q3	$3K	Hold	56	–	–	﹤0.01%	395
2017 Q2	$3K	Hold	56	–	–	﹤0.01%	363
2017 Q1	$3K	Hold	56	–	–	﹤0.01%	347
2016 Q4	$3K	Buy	+56	New	+$3.14K	﹤0.01%	334

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Fund Management's PFG Position: Q2 2020 in Review

Royal Fund Management sold out of Principal Financial Group (PFG) in Q2 2020, closing a stake of 273 shares — an estimated $8K sold.

Royal Fund Management first reported a position in PFG in Q4 2016 and held it in 14 quarters. The position peaked at $20K in Q2 2019. 570 funds tracked by Wall St. Rank hold PFG as of Q2 2020.

Royal Fund Management reported no remaining Principal Financial Group position as of Q2 2020 after selling out during the quarter.
Royal Fund Management sold 273 Principal Financial Group shares in Q2 2020, an estimated $8K.
Royal Fund Management first reported a position in Principal Financial Group in Q4 2016 and held it in 14 quarters.
Royal Fund Management's Principal Financial Group position peaked at $20K in Q2 2019.
570 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.