TrueWealth LLC’s Principal Financial Group PFG Stock Holding History

TrueWealth LLC’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 Q1	–	Sell	-9	Closed	-$1K	–	888
2017 Q4	$1K	Buy	+9	New	+$620	﹤0.01%	879

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TrueWealth LLC's PFG Position: Q1 2018 in Review

TrueWealth LLC sold out of Principal Financial Group (PFG) in Q1 2018, closing a stake of 9 shares — an estimated $1K sold.

TrueWealth LLC first reported a position in PFG in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 611 funds tracked by Wall St. Rank hold PFG as of Q1 2018.

TrueWealth LLC reported no remaining Principal Financial Group position as of Q1 2018 after selling out during the quarter.
TrueWealth LLC sold 9 Principal Financial Group shares in Q1 2018, an estimated $1K.
TrueWealth LLC first reported a position in Principal Financial Group in Q4 2017 and held it in 1 quarter.
TrueWealth LLC's Principal Financial Group position peaked at $1K in Q4 2017.
611 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2018.

Based on TrueWealth LLC's 13F filing for Q1 2018, filed 30 Apr 2018.