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Summit Global Investments’s Principal Financial Group PFG Stock Holding History

Summit Global Investments’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
Q2 		– Sell
-8,869
Closed -$540K – 310
2018
Q1 		$540K Sell
8,869
-7,121
-45% -$469K 0.09% 207
2017
Q4 		$1.13M Sell
15,990
-186
-1% -$12.8K 0.17% 88
2017
Q3 		$1.04M Buy
16,176
+8,447
+109% +$543K 0.16% 87
2017
Q2 		$495K Sell
7,729
-6,728
-47% -$427K 0.15% 179
2017
Q1 		$912K Buy
14,457
+876
+6% +$53.4K 0.3% 74
2016
Q4 		$786K Buy
+13,581
New +$761K 0.29% 76

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Summit Global Investments's PFG Position: Q2 2018 in Review

Summit Global Investments sold out of Principal Financial Group (PFG) in Q2 2018, closing a stake of 8,869 shares — an estimated $540K sold.

Summit Global Investments first reported a position in PFG in Q4 2016 and held it in 6 quarters. The position peaked at $1.13M in Q4 2017. 596 funds tracked by Wall St. Rank hold PFG as of Q2 2018.

  • Summit Global Investments reported no remaining Principal Financial Group position as of Q2 2018 after selling out during the quarter.
  • Summit Global Investments sold 8,869 Principal Financial Group shares in Q2 2018, an estimated $540K.
  • Summit Global Investments first reported a position in Principal Financial Group in Q4 2016 and held it in 6 quarters.
  • Summit Global Investments's Principal Financial Group position peaked at $1.13M in Q4 2017.
  • 596 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2018.

Based on Summit Global Investments's 13F filing for Q2 2018, filed 10 Aug 2018.