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SWS Partners’s Principal Financial Group PFG Stock Holding History

SWS Partners’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
-377
Closed -$22K – 251
2018
Q1 		$22K Sell
377
-164
-30% -$10.8K 0.02% 210
2017
Q4 		$38K Buy
+541
New +$37.3K 0.03% 173

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SWS Partners's PFG Position: Q2 2018 in Review

SWS Partners sold out of Principal Financial Group (PFG) in Q2 2018, closing a stake of 377 shares — an estimated $22K sold.

SWS Partners first reported a position in PFG in Q4 2017 and held it in 2 quarters. The position peaked at $38K in Q4 2017. 596 funds tracked by Wall St. Rank hold PFG as of Q2 2018.

  • SWS Partners reported no remaining Principal Financial Group position as of Q2 2018 after selling out during the quarter.
  • SWS Partners sold 377 Principal Financial Group shares in Q2 2018, an estimated $22K.
  • SWS Partners first reported a position in Principal Financial Group in Q4 2017 and held it in 2 quarters.
  • SWS Partners's Principal Financial Group position peaked at $38K in Q4 2017.
  • 596 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.