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Spot Trading’s Principal Financial Group PFG Stock Holding History

Spot Trading’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
Q3 		– Sell
-3,000
Closed -$192K – 3312
2017
Q2 		$192K Hold
3,000
– – ﹤0.01% 2245
2017
Q1 		$189K Buy
3,000
+1,800
+150% +$110K 0.01% 1933
2016
Q4 		$69K Sell
1,200
-2,200
-65% -$123K ﹤0.01% 2331
2016
Q3 		$175K Sell
3,400
-1,400
-29% -$65.5K ﹤0.01% 2159
2016
Q2 		$197K Buy
+4,800
New +$203K ﹤0.01% 2235
2016
Q1 		– Sell
-20,600
Closed -$927K – 3831
2015
Q4 		$927K Buy
20,600
+3,400
+20% +$166K 0.01% 1508
2015
Q3 		$814K Buy
+17,200
New +$891K 0.01% 1727

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Spot Trading's PFG Position: Q3 2016 in Review

Spot Trading sold out of Principal Financial Group (PFG) in Q3 2016, closing a stake of 286 shares — an estimated $13.4K sold.

Spot Trading first reported a position in PFG in Q3 2015 and held it in 3 quarters. The position peaked at $58K in Q4 2015. 477 funds tracked by Wall St. Rank hold PFG as of Q3 2016.

  • Spot Trading reported no remaining Principal Financial Group position as of Q3 2016 after selling out during the quarter.
  • Spot Trading sold 286 Principal Financial Group shares in Q3 2016, an estimated $13.4K.
  • Spot Trading first reported a position in Principal Financial Group in Q3 2015 and held it in 3 quarters.
  • Spot Trading's Principal Financial Group position peaked at $58K in Q4 2015.
  • 477 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2016.

Based on Spot Trading's 13F filing for Q3 2016, filed 31 Oct 2016.