SEI Trust Company’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | $871K | Sell |
16,600
-6,300
| -28% | -$331K | 0.01% | 948 |
|
2014
Q2 | $1.16M | Sell |
22,900
-21,300
| -48% | -$1.08M | 0.01% | 857 |
|
2014
Q1 | $2.03M | Buy |
44,200
+10,300
| +30% | +$474K | 0.02% | 677 |
|
2013
Q4 | $1.67M | Buy |
33,900
+11,000
| +48% | +$543K | 0.02% | 756 |
|
2013
Q3 | $981K | Buy |
22,900
+8,100
| +55% | +$347K | 0.01% | 876 |
|
2013
Q2 | $554K | Buy |
+14,800
| New | +$554K | 0.01% | 886 |
|