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Symphony Asset Management’s Principal Financial Group PFG Stock Holding History

Symphony Asset Management’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
2015
Q2 		– Sell
-6,343
Closed -$326K – 470
2015
Q1 		$326K Sell
6,343
-650
-9% -$32.7K 0.04% 407
2014
Q4 		$363K Hold
6,993
– – 0.05% 310
2014
Q3 		$367K Buy
+6,993
New +$366K 0.04% 307
2014
Q1 		– Sell
-35,414
Closed -$1.75M – 459
2013
Q4 		$1.75M Buy
+35,414
New +$1.68M 0.13% 152

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