Vantage Investment Advisors’s Principal Financial Group PFG Stock Holding History

Vantage Investment Advisors’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	$11K	Buy	722 +529	+274%	+$29.5K	﹤0.01%	521
2018 Q2	$10K	Hold	193	–	–	﹤0.01%	538
2018 Q1	$12K	Hold	193	–	–	﹤0.01%	525
2017 Q4	$14K	Hold	193	–	–	﹤0.01%	516
2017 Q3	$12K	Hold	193	–	–	﹤0.01%	532
2017 Q2	$12K	Hold	193	–	–	﹤0.01%	515
2017 Q1	$12K	Hold	193	–	–	﹤0.01%	493
2016 Q4	$11K	Hold	193	–	–	﹤0.01%	492
2016 Q3	$10K	Buy	+193	New	+$9.03K	﹤0.01%	497
2016 Q2	–	Sell	-395	Closed	-$16K	–	883
2016 Q1	$16K	Hold	395	–	–	0.01%	440
2015 Q4	$18K	Hold	395	–	–	0.01%	408
2015 Q3	$19K	Hold	395	–	–	0.01%	383
2015 Q2	$20K	Sell	395 -395	-50%	-$20.5K	0.01%	378
2015 Q1	$41K	Buy	790 +395	+100%	+$19.8K	0.01%	372
2014 Q4	$21K	Hold	395	–	–	0.01%	369
2014 Q3	$21K	Hold	395	–	–	0.01%	348
2014 Q2	$20K	Hold	395	–	–	0.01%	380
2014 Q1	$18K	Hold	395	–	–	0.01%	363
2013 Q4	$19K	Buy	+395	New	+$18.8K	0.01%	334

Other funds holding PFG

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

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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vantage Investment Advisors's PFG Position: Q3 2018 in Review

Vantage Investment Advisors increased its Principal Financial Group (PFG) stake by 274% in Q3 2018, buying an estimated $29.5K and bringing the position to 722 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Vantage Investment Advisors first reported a position in PFG in Q4 2013 and has held it in 19 quarters since. The position peaked at $41K in Q1 2015. 588 funds tracked by Wall St. Rank hold PFG as of Q3 2018.

Vantage Investment Advisors held 722 shares of Principal Financial Group worth $11K as of Q3 2018.
Vantage Investment Advisors bought 529 Principal Financial Group shares in Q3 2018, an estimated $29.5K.
Principal Financial Group made up ﹤0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #521 holding.
Vantage Investment Advisors first reported a position in Principal Financial Group in Q4 2013 and has held it in 19 quarters since.
Vantage Investment Advisors's Principal Financial Group position peaked at $41K in Q1 2015.
588 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.