TCW Group’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-19,750
| Closed | -$1.14M | – | 556 |
|
|
2016
Q4 | $1.14M | Hold |
19,750
| – | – | 0.01% | 465 |
|
|
2016
Q3 | $1.02M | Hold |
19,750
| – | – | 0.01% | 476 |
|
|
2016
Q2 | $812K | Buy |
19,750
+750
| +4% | +$30.8K | 0.01% | 525 |
|
|
2016
Q1 | $750K | Buy |
19,000
+150
| +0.8% | +$5.92K | 0.01% | 556 |
|
|
2015
Q4 | $848K | Buy |
18,850
+100
| +0.5% | +$4.5K | 0.01% | 548 |
|
|
2015
Q3 | $888K | Buy |
18,750
+50
| +0.3% | +$2.37K | 0.01% | 536 |
|
|
2015
Q2 | $959K | Sell |
18,700
-58,350
| -76% | -$2.99M | 0.01% | 535 |
|
|
2015
Q1 | $3.96M | Buy |
77,050
+600
| +0.8% | +$30.8K | 0.02% | 445 |
|
|
2014
Q4 | $3.97M | Sell |
76,450
-57,450
| -43% | -$2.98M | 0.02% | 457 |
|
|
2014
Q3 | $7.03M | Sell |
133,900
-3,200
| -2% | -$168K | 0.03% | 393 |
|
|
2014
Q2 | $6.92M | Buy |
137,100
+550
| +0.4% | +$27.8K | 0.03% | 413 |
|
|
2014
Q1 | $6.28M | Buy |
136,550
+1,150
| +0.8% | +$52.9K | 0.03% | 437 |
|
|
2013
Q4 | $6.68M | Buy |
135,400
+250
| +0.2% | +$12.3K | 0.03% | 430 |
|
|
2013
Q3 | $5.79M | Sell |
135,150
-100
| -0.1% | -$4.28K | 0.03% | 458 |
|
|
2013
Q2 | $5.07M | Buy |
+135,250
| New | +$5.07M | 0.03% | 463 |
|