VAM
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Visionary Asset Management’s Principal Financial Group PFG Stock Holding History

Visionary Asset 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
2018
Q4 		– Sell
-43,399
Closed -$2.54M – 228
2018
Q3 		$2.54M Sell
43,399
-365
-0.8% -$20.3K 0.82% 47
2018
Q2 		$2.32M Buy
+43,764
New +$2.54M 0.78% 65

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Visionary Asset Management's PFG Position: Q4 2018 in Review

Visionary Asset Management sold out of Principal Financial Group (PFG) in Q4 2018, closing a stake of 43,399 shares — an estimated $2.54M sold.

Visionary Asset Management first reported a position in PFG in Q2 2018 and held it in 2 quarters. The position peaked at $2.54M in Q3 2018. 572 funds tracked by Wall St. Rank hold PFG as of Q4 2018.

  • Visionary Asset Management reported no remaining Principal Financial Group position as of Q4 2018 after selling out during the quarter.
  • Visionary Asset Management sold 43,399 Principal Financial Group shares in Q4 2018, an estimated $2.54M.
  • Visionary Asset Management first reported a position in Principal Financial Group in Q2 2018 and held it in 2 quarters.
  • Visionary Asset Management's Principal Financial Group position peaked at $2.54M in Q3 2018.
  • 572 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2018.

Based on Visionary Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.