Signature Wealth Management Group’s Principal Financial Group PFG Stock Holding History

Signature Wealth Management Group’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 Q1	–	Sell	-57,928	Closed	-$3.19M	–	77
2019 Q4	$3.19M	Buy	57,928 +496	+0.9%	+$27.1K	2.01%	23
2019 Q3	$3.28M	Buy	57,432 +190	+0.3%	+$10.7K	2.17%	19
2019 Q2	$3.37M	Sell	57,242 -526	-0.9%	-$29K	2.25%	17
2019 Q1	$2.9M	Buy	57,768 +936	+2%	+$46.4K	2.03%	26
2018 Q4	$2.51M	Buy	56,832 +1,258	+2%	+$61.9K	1.95%	31
2018 Q3	$2.54M	Buy	55,574 +55,499	+73,999%	+$3.09M	1.89%	27
2018 Q2	$4K	Hold	75	–	–	﹤0.01%	271
2018 Q1	$5K	Sell	75 -20	-21%	-$1.32K	﹤0.01%	245
2017 Q4	$7K	Buy	+95	New	+$6.54K	0.01%	224

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

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

Signature Wealth Management Group's PFG Position: Q1 2020 in Review

Signature Wealth Management Group sold out of Principal Financial Group (PFG) in Q1 2020, closing a stake of 57,928 shares — an estimated $3.19M sold.

Signature Wealth Management Group first reported a position in PFG in Q4 2017 and held it in 9 quarters. The position peaked at $3.37M in Q2 2019. 565 funds tracked by Wall St. Rank hold PFG as of Q1 2020.

Signature Wealth Management Group reported no remaining Principal Financial Group position as of Q1 2020 after selling out during the quarter.
Signature Wealth Management Group sold 57,928 Principal Financial Group shares in Q1 2020, an estimated $3.19M.
Signature Wealth Management Group first reported a position in Principal Financial Group in Q4 2017 and held it in 9 quarters.
Signature Wealth Management Group's Principal Financial Group position peaked at $3.37M in Q2 2019.
565 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2020.

Based on Signature Wealth Management Group's 13F filing for Q1 2020, filed 26 May 2020.