Vigilant Capital Management’s Principal Financial Group PFG Stock Holding History

Vigilant Capital 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
2020 Q2	–	Sell	-1,250	Closed	-$39K	–	345
2020 Q1	$39K	Hold	1,250	–	–	0.01%	218
2019 Q4	$69K	Hold	1,250	–	–	0.01%	252
2019 Q3	$71K	Hold	1,250	–	–	0.01%	221
2019 Q2	$72K	Hold	1,250	–	–	0.01%	204
2019 Q1	$63K	Hold	1,250	–	–	0.01%	225
2018 Q4	$55K	Hold	1,250	–	–	0.01%	246
2018 Q3	$73K	Hold	1,250	–	–	0.01%	235
2018 Q2	$66K	Sell	1,250 -300	-19%	-$17.4K	0.01%	224
2018 Q1	$94K	Hold	1,550	–	–	0.01%	174
2017 Q4	$109K	Buy	1,550 +300	+24%	+$20.7K	0.01%	160
2017 Q3	$80K	Buy	+1,250	New	+$80.4K	0.01%	152

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vigilant Capital Management's PFG Position: Q2 2020 in Review

Vigilant Capital Management sold out of Principal Financial Group (PFG) in Q2 2020, closing a stake of 1,250 shares — an estimated $39K sold.

Vigilant Capital Management first reported a position in PFG in Q3 2017 and held it in 11 quarters. The position peaked at $109K in Q4 2017. 569 funds tracked by Wall St. Rank hold PFG as of Q2 2020.

Vigilant Capital Management reported no remaining Principal Financial Group position as of Q2 2020 after selling out during the quarter.
Vigilant Capital Management sold 1,250 Principal Financial Group shares in Q2 2020, an estimated $39K.
Vigilant Capital Management first reported a position in Principal Financial Group in Q3 2017 and held it in 11 quarters.
Vigilant Capital Management's Principal Financial Group position peaked at $109K in Q4 2017.
569 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2020.

Based on Vigilant Capital Management's 13F filing for Q2 2020, filed 10 Jul 2020.