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TLP Group’s Principal Financial Group PFG Stock Holding History

TLP Group’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
Q3 		– Sell
-709
Closed -$38K – 517
2018
Q2 		$38K Buy
+709
New +$41.2K 0.06% 230
2018
Q1 		– Sell
-188
Closed -$13K – 570
2017
Q4 		$13K Sell
188
-99
-34% -$6.82K 0.01% 342
2017
Q3 		$18K Buy
+287
New +$18.5K 0.01% 286
2017
Q1 		– Sell
-3,232
Closed -$187K – 417
2016
Q4 		$187K Buy
+3,232
New +$181K 0.19% 145
2016
Q2 		– Sell
-15,700
Closed -$619K – 393
2016
Q1 		$619K Buy
15,700
+8,922
+132% +$343K 0.38% 117
2015
Q4 		$305K Buy
+6,778
New +$331K 0.24% 172

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

TLP Group's PFG Position: Q3 2018 in Review

TLP Group sold out of Principal Financial Group (PFG) in Q3 2018, closing a stake of 709 shares — an estimated $38K sold.

TLP Group first reported a position in PFG in Q4 2015 and held it in 6 quarters. The position peaked at $619K in Q1 2016. 588 funds tracked by Wall St. Rank hold PFG as of Q3 2018.

  • TLP Group reported no remaining Principal Financial Group position as of Q3 2018 after selling out during the quarter.
  • TLP Group sold 709 Principal Financial Group shares in Q3 2018, an estimated $38K.
  • TLP Group first reported a position in Principal Financial Group in Q4 2015 and held it in 6 quarters.
  • TLP Group's Principal Financial Group position peaked at $619K in Q1 2016.
  • 588 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2018.

Based on TLP Group's 13F filing for Q3 2018, filed 14 Nov 2018.