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Sargent Bickham Lagudis’s Principal Financial Group PFG Stock Holding History

Sargent Bickham Lagudis’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
2018
Q4 		– Sell
-147
Closed -$9K – 782
2018
Q3 		$9K Hold
147
– – ﹤0.01% 623
2018
Q2 		$8K Hold
147
– – ﹤0.01% 617
2018
Q1 		$9K Sell
147
-55
-27% -$3.62K ﹤0.01% 607
2017
Q4 		$14K Hold
202
– – ﹤0.01% 553
2017
Q3 		$13K Hold
202
– – ﹤0.01% 570
2017
Q2 		$13K Hold
202
– – ﹤0.01% 537
2017
Q1 		$13K Hold
202
– – ﹤0.01% 553
2016
Q4 		$12K Hold
202
– – ﹤0.01% 538
2016
Q3 		$10 Hold
202
– – ﹤0.01% 579
2016
Q2 		$8K Hold
202
– – ﹤0.01% 573
2016
Q1 		$8K Buy
+202
New +$7.77K ﹤0.01% 589

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return